Wednesday, December 05, 2007
Understanding the Affluent
Are you targeting the affluent? Are you interested in acquiring clients with larger pools of assets? Of course you are. Every financial advisor is aiming for larger client accounts these days, and in particular, they are trying to capture a piece of what has become known as "boomer affluence." (By now, unless you have been living in a closet, you've heard more than you probably want to about this boomer cohort, but read on. I've got some good advice.)
Understanding the Affluent
Source: Insurance News Net
Understanding the Affluent
Source: Insurance News Net
Permalink posted by armandn @ 12:57 PM 
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