Atlanta: “If you were to select one marketing activity for bringing in more affluent clients, what would you recommend?” Marvin asked, then added “We keep hearing a lot of advice from many so called experts, but nobody seems to be having much success.” The irony was that Marvin’s question followed a keynote where I shared our research on how today’s affluent initially discovered their financial advisor. As I re-explained the data I’d ...
WealthManagement.com Freemium Content
"The Power of a Personal Introduction" is FREE to access as a registered user on WealthManagement.com.
Why Register for WealthManagement.com? It's simple and free, and here is what you get:
- Reuters' dedicated Wealth Management news coverage, every single day.
- Interactive rankings of brokers and independent advisors.
- Access to our lively users’ forums to get inside info from fellow advisors.
- Insights from our proprietary research on topics like social media and practice management.
Already registered? Log In here
This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 
