To market commercial real estate products to high-net-worth individuals, you have to know exactly who you are marketing to, according to wealth management advisors and CPAs. Investment objectives and appetites for risk vary widely among this type of investor. Experiences range from those who have made their fortunes in real estate and are capable of managing their own buildings to relative novices who may want to maximize their returns but need the guidance of a professional. Others look ...
WealthManagement.com Freemium Content
"The Hard Sell" 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.