Business Owners: Planning In A Volatile Environment - Quarter Three

Business Owners provide financial firms and advisors with potential opportunities throughout their lifetime. Not only are they driven by the needs of their businesses, balancing the issues of cash versus ongoing investment, but they have significant issues as they consider retirement. While some will retire, many remain active in some way within the business as they age. Providers must assist Business Owners in identifying estate planning issues as well as opportunities for the sale of a business. This report combines quantitative research from mass affluent, millionaire and ultra high net worth investors with qualitative videos from one-on-one and focus group research conducted with wealthy Business Owners. This report, perfect to share with senior management, will assist in identifying key strategies in assisting and servicing Business Owners.

Coming Soon! -  Late Third Quarter 2012 Release