08.09.16

Marketing Tactics of Elite Advisors

With the aftershocks of the financial crisis continuing to resound through the industry, and in light of the corresponding impact they’ve had on the working relationship between financial advisors and their wealthy clients, we wanted to know how today’s financial advisors are performing in a vastly changed financial world. We sought to understand what efforts successful advisors are currently undertaking to attract, retain and expand their high-net-worth client relationships. Then, from a marketing standpoint, we endeavored to pinpoint those specific tactics that are being employed successfully to acquire new $1 million-plus clients.