What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect
I interviewed a random group of affluent investors about what they feel they need from a financial advisor, at the same time as surveying a random sample of financial advisors about what they feel their clients need from them.
Shockingly, there was almost a total disconnect between what the two groups said. The results imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you are classified as the “out” group — and if so, here’s what you should do.
Wealth Adviser
7yIn so many way interesting, well written Sara!
Bringing transparency 🔍 and logic to financial advisor marketing
7yBtw to everyone reading this if you haven't seen my podcast yet please visit at https://www.blubrry.com/saragrillopodcast/
I help successful families invest smarter, pay less in taxes, and retire with confidence.
7yGreat article.
Seasoned Financial Services Professional. I specialize in driving growth, building high-performing teams, and creating innovative strategies to expand market share.
7yGood article. No doubt it’ll ruffle a few feathers.