Serving Business Owners
Based on research conducted with several hundred Millionaire (those with $1-5 million net worth) and Ultra High Net Worth (those with $5-25 million of net worth) Business Owners, Spectrem Group has created an in-depth report that will provide you with valuable information to effectively service these individuals. The report includes the following:
- Key personal and financial concerns of Business Owners
- Actions they have take due to the recent recession
- Attitudes about Advisors
- A detailed overview of their portfolios and types of investments within their portfolios
- Expectations regarding website content
- Need for financial advice, estate planning and other specific needs
Creating a strategy to successfully service Business Owners may be critical to your growth strategy. Serving Business Owners provides critical recommendations on how to build your practice and its related services to win the confidence and loyalty of these investors. $49.95
