When it comes to the affluent, word-of-mouth influence is an advisor’s greatest marketing tool. But how do you get the affluent talking about you? Kevin is a financial planner and a self-proclaimed car nut. He drives a Ferrari, and many of his affluent clients are also car enthusiasts. To generate affluent buzz, his coach suggested hosting an intimate event themed around exotic cars. He knew the general manager of a Ferrari dealership and quickly sold him on the idea of closing ...
WealthManagement.com Freemium Content
"Turning Heads" 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.