Affluent investor research cites that cold calling, direct mail, and public seminars have minimal to no impact with today’s affluent. They don’t work. Whereas 83% of today’s affluent tell us that they met their current financial advisor by way of a personal introduction. Why do advisors continue to market themselves like it’s 1990?
The government shutdown has ended, but there is still plenty of unrest amongst the affluent. While most are not in “panic mode,” they are thirsty for information. For that reason, it’s important to be proactive in educating your clients on how they might be personally affected.