Two Approaches For Selling To The Affluent
As I mentioned earlier, Marian & I recently went up to Boston. There were a couple of reasons. First, Boston’s a pretty cool city, and although I grew up just outside it in the town of Lincoln, I...
View ArticleWhat services the affluent really want
If you’re a financial advisor, a wealth manager or seeking accredited investors, I thought you’d find the results of a recent study by the Spectrem Group to be of interest. As I’ll discuss a bit later...
View ArticleHow the affluent choose who to work with
Some interesting perspective that’s recently come out from Vanguard about how the affluent choose who to work with. Although the study was specifically focused on financial advisors, the insights are...
View Article2 Questions That Will Grow Your Business
Success (in all aspects of life) has a lot to do with the types of questions you ask, and how you interpret the information you get. Determining what the right questions are, is often difficult, but...
View ArticleMarketing to the young affluent
Much of the discussion about marketing to the affluent focuses on the baby-boom generation. A missed opportunity for many services providers are targeted campaigns directed to the younger segment of...
View ArticleMarketing To The Affluent With Video
If you’re marketing to the affluent, here’s an interesting case study from the world of luxury residential real estate. I think you’ll find it applicable, regardless of the type of service you offer....
View ArticleHow to keep the affluent engaged
Once a prospective affluent client expresses their initial interest in the services we offer, the challenge becomes, how do we keep that person interested and engaged with us? That’s crucial if we are...
View ArticleWhat Affluent Clients Value In Their Advisors
Interesting results from a joint study done by Hartford Funds and MIT, on the factors most important to affluent clients when hiring advisors. Although technical competence is important, it’s also a...
View ArticleUsing Video Stories To Sell To The Affluent
Ultimately, it comes down to the story you tell. That’s how you differentiate yourself from others. That’s how you get the attention of the very hard to reach. In the world of luxury real estate...
View Article“Movie Trailer” marketing to the affluent
The newest approach for marketing to the affluent is what’s becoming known as Movie Trailer Video Marketing. Although the early adopters are in the luxury real estate field, don’t be surprised to see...
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