Professionals and Their Needs
Professionals, including doctors, lawyers, dentists and others, account for a significant percentage of Millionaire and ultra-wealthy households. As such, they are an important source of opporitunity for financial advisors and providers.
Because of the high expectations of their own clients, professionals have high expectations of their advisors and providers. How can you ensure that you are effectively meeting the needs of these demanding but lucrative investors?
- What are the key concerns of professionals?
- What types of advisors are they most likely to rely upon?
- How do they like to pay their advisors?
- What are their investment objectives and habits?
Professionals and Their Needs, fielded with several hundred Millionaire and wealthier investors, focuses on the needs and expectations of these investors and provides actionable strategies to effectively service these investors. $49.95
