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How Well Do You Know the Affluent Sales Cycle?How Well Do You Know the Affluent Sales Cycle?

Take this quiz to test how well you know affluent prospects.

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The better you know the buying tendencies of affluent investors, the better your sales process becomes.  Do you know how many meetings it takes the average prospect to make a decision? Or where they’re most likely to research you online? Answer the 10 questions below and find out. 

The questions below were modified from our 2018 Affluent Investor Research, a survey of 750 affluent investors with between $250 thousand and $10 million in investable assets.

 

@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors: The Online to Offline Conversion.

About the Authors

Kevin A. Nichols

Director of Coaching

https://www.oechsli.com/

Kevin Nichols is the author of The Indispensable LinkedIn Sales Guide for Financial Advisors and the Director of Coaching for The Oechsli Institute.  He is a leading expert on Social Media marketing and delivers speeches and conducts workshops throughout the country. He has coached hundreds of financial advisors and numerous wealth management teams. He is also the co-author of the FastTrack for Growth newsletter for wealthmanagement.com. Follow him on twitter @KevinANichols.