Millionaire 2011, Volume 3 - Relationships with Advisors

Millionaire investors are satisfied with their advisors but still lack many of the services that may be beneficial to them as they begin to navigate the waters of retirement. With most of the population already retired, almost half do not have a financial plan and many have not discussed their liquidity needs with their advisors. While most receive the amount of attention they desire from their advisors, opportunity exists for advisors to improve the quality of the communications they have with these investors.

 

This report, fielded in the fall of 2011, with more than 1.492 Millionaires, allows financial advisory firms to identify the needs of these investors and will allow you to develop programs to increase your opportunities with this segment.