Friday, March 05, 2010


The New Affluent Mind

Prior to the last two years, advisors were sure that they knew what most affluent clients wanted.

And most likely, they did. Customers wanted returns, a phone call once a quarter with a status update on their portfolio and someone they could trust with their money.

But as we slowly begin to see the light at the end of this very dark and stormy tunnel, everything looks different. The wealthiest clients don’t want the same things. They’re more frightened — and much more aware — than they were before. And there may even be wealthy prospects walking in off the street that are disappointed by their previous advisors.

The New Affluent Mind
Source: Financial Planning

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