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2008 Report - Understanding the Affluent
Our
2008 Understanding the Affluent is our most recent report on the affluent investor - and a continuation of
our ongoing in-depth research. Our stated purpose in this study was to determine what
is important regarding their financial affairs during challenging times; what
financial professionals they employ, who they trust, what marketing approaches
are most effective, and what are the biggest opportunities for financial
professionals.
$99.95 - Please call (800) 883-6582 to order.
2007 Report - Understanding the Affluent
Our 2007 Understanding the Affluent research report is a continuation of our ongoing in-depth research that is focused on gaining a better understanding of the affluent. Our stated purpose in this study was to identify the key motivators that guide the affluent's major life decisions. We were able to identify financial areas of both high and low priority. We were also able to determine the correlation between the "use" and "distrust" of specific financial professionals. This report is a must-have for any professional targeting the affluent.
$49.95 - Please call (800) 883-6582 to order.
2006 Report - Rainmaker Best Practices
Our Rainmaker Best Practices report gives an in-depth look at the MINDSET, ACTIVITIES, and SKILLS of a select group of Financial Professionals. The Rainmakers in this study averaged 17.7 new clients last year totaling $37.7M in new assets. Simply put, Rainmakers are a rare breed. You can't hire a Rainmaker like you can hire a CFP, a Junior advisor or an office manager - You must become one! This report will show you the critical path to becoming a Rainmaker.
$39.95 - Please call (800) 883-6582 to order.
2006 Report - Wholesaler Best Practices
Our 2006 report on the Best Practices of a Select Group of Wholesalers delivers more valuable insight on which techniques produce results for some of the best wholesalers in the business. We asked over 11,000 advisors to identify their preferred Wholesalers - over 375 Wholesalers were nominated. We contacted these Wholesalers and asked them to share the best practices that earned this favored status. Those best practices are presented here with hope that they will benefit you.