New York City: “I don’t know whether I’m feeling ‘Madoffed’ or this economic meltdown has taken a serious toll on my confidence,” said Charlie, “Whatever the reason I’m not performing at the level I should.”
Charlie is not alone. A quick glance at our research illustrates a trend line from 2007 to 2009 regarding affluent [...]
Matt Oechsli
Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing and developing loyalty with affluent clients. His firm conducts ongoing research projects on the affluent and has been able to determine (with statistical significance) how the affluent make major purchase decisions, the criteria they use in selecting a "go-to" financial advisor, what they look for in a personal banking relationship, and more. Matt knows what is required to become a "rainmaker" within the world of the affluent.
The Advisor Tipping Point
Thursday, May 28th, 2009
Posted in Coaches Corner, General |
