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Entrepreneur
March 2005 |
Figures 03/05 College grads heading to Vegas... Small business expect less overtime in 2005... How many e-mails does Bill Gates receive in a day?... More men than women think economy improved in late 2004... etc.   |
Entrepreneur
November 2005 |
It Figures 11/05 Losing faith in the economy, seeing green in ethnic food and more. |
Investment Advisor
May 2008
Kara P. Stapleton |
Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track. |
Entrepreneur
August 2003
Steve Cooper |
It Figures Entrepreneurial personalities, 10 top cities for wireless Internet accessibility and more |
Registered Rep.
April 25, 2013
Matt Oechsli |
Friend Me The Oechsli Institute's 2013 Affluent Investor Research paints a very clear picture: Today's affluent investor insists on having a business and personal relationship with their financial advisor. |
Entrepreneur
May 2005 |
It Figures 05/05 Statistics about business stress, revenue gains and more. |
Registered Rep.
November 3, 2010
Diana Britton |
Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance. |
Entrepreneur
December 2005 |
It Figures 12/05 Negative cost-cutting, a $761 billion market and more. |
Financial Planning
November 1, 2009
Donna Mitchell |
Hispanic Americans' Retirement Needs Hispanic Americans are more dependent on Social Security for retirement income than other groups and will increasingly need to look for a variety of solutions to ensure a comfortable retirement. |
Registered Rep.
April 1, 2007
Matt Oechsli |
Trust Me The affluent are looking for an unbiased professional -- someone they trust -- to guide them through the complexities of today's financial world. They want the financial services equivalent of a family doctor. |
Registered Rep.
February 1, 2005 |
So Whose Fault Is That? In a survey of nearly 800 affluent investors by PNC Advisors, about half worry their children will grow up feeling entitled. |
Entrepreneur
March 2004
Steve Cooper |
It Figures 3/04 Public companies going private... abandoning e-mail... etc. |
Entrepreneur
January 2005 |
It Figures 01/05 Statistics on entrepreneurial cities, hiring plans and more |
Entrepreneur
July 2005 |
It Figures 07/05 61% of U.S. executives say Spanish is... 21% of U.S. adults have formulated a business plan... Small-business owners spend 27% of their time... etc. |
Registered Rep.
March 1, 2005 |
The Women Are Getting Richer The number of women with at least $500,000 in assets grew 17% from 1996 to 2000. |
Entrepreneur
December 2004
Steve Cooper |
It Figures 12/04 Teenage business ambitions... 64% of businesses that have invested in their companies saw growth over the past year... Working at home... etc. |
Registered Rep.
May 25, 2005
John Churchill |
Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004. |
Registered Rep.
March 22, 2013
Matt Oechsli |
What Women Want When Shopping for an Advisor Affluent women are now more involved in major purchase decisions than ever before. Here's what they're looking for in an advisor. |
Registered Rep.
March 15, 2012
Matt Oechsli |
The Affluent Relationship Shift (2nd Macro Shift) How important do you think it is for support personnel to be involved in helping manage the business and social components of client relationships? |
The Motley Fool
January 17, 2012
Dan Dzombak |
A History of Natural Gas Natural gas production is booming - so much so that some investors worry that natural gas could be the most dangerous investment in energy. |
Registered Rep.
March 8, 2013
Mark Miller |
Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think. |
Financial Advisor
November 2005
Grove & Prince |
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business. |
Registered Rep.
March 1, 2005
Matt Oechsli |
A Recipe for Failure Somewhere, somehow, some high-net-worth advisors are making serious, but easily remedied, missteps. Are you one of them? |
Registered Rep.
July 1, 2005
John Churchil |
Millions to Choose From Advisors gunning for millionaire clients now have 1.3 million more prospects to choose from -- and a blueprint for what they're looking for, according to a new survey. |
Registered Rep.
January 31, 2011
Charles Paikert |
Women Less Confident About Retirement; Younger Investors More Conservative Only one-third of affluent women had full confidence in their ability to meet their long-term financial goals, compared to half of their male counterparts. |
The Motley Fool
August 29, 2006
Selena Maranjian |
Gas Price Differences, Explained Take the mystery out of the discrepancies in gas prices all around you. |
Trusts & Estates
January 22, 2002 |
Face-to-face beats online for money advice to wealthy The affluent trust investment professionals, but still research their advice online. |
Information Today
April 23, 2015 |
Pew Report Collects Opinions on Open Government Data "Americans' Views on Open Government Data," is based on the first national survey designed to benchmark public sentiment about federal, state, and local government initiatives' use of data to "cultivate the public square." |
Registered Rep.
March 1, 2012
Matt Oechsli |
The Affluent Gender Shift A strong case can be made that it's becoming a woman's world. Today's affluent women are taking a much more active role in virtually every aspect of their family's finances. |
Investment Advisor
September 2007
Lewis Schiff |
The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years. |
Entrepreneur
February 2005 |
It Figures 02/05 Nearly 75% of CEOs approve... 22% of military veterans... U.S. businesses owned by minority women... 68% of executives say religion has no place in the workplace... 82% of IT managers and executives say... etc. |
Registered Rep.
March 1, 2013
Matt Oechsli |
Are You an Elite Advisor? The Oechsli Institute recently conducted its annual advisor survey to discover just that. The research shows what today's affluent clients expect from a financial advisor and what advisors are doing to meet these expectations. |
Entrepreneur
August 2003
Karen E. Spaeder |
Urban Legend Do 90 percent of start-ups really fail to make it past their first year? Not that starting a business is easy. But it's not quite the suicide mission it's been made out to be. |
Entrepreneur
June 2005 |
It Figures 06/05 76% of employees say their companies' efforts to recognize employee achievements are... The average cost of a stolen laptop is... 24% of adults who read direct mail... etc. |
Registered Rep.
February 9, 2012
Boswell & Nichols |
Fast Track: Less Verbiage -- Better Results Rainmakers win the confidence of affluent prospects by framing everything in direct and simple language. |
Registered Rep.
November 1, 2006
Matt Oechsli |
Warning or Opportunity? Here are new affluent client issues that can be both warning shots and opportunities for financial advisors: Increasing Internet Savvy... Dissatisfaction with Financial Plans... Increased Competition... etc. |
Registered Rep.
November 1, 2005
Matt Oechsli |
Successful Prospecting Habits Current research clearly states that affluent Americans are searching for a trusted "go-to" financial coordinator, but they do not know where to look or whom to trust. Here's what advisers can do to win these sought-after clients over. |
Investment Advisor
March 2006
Kathleen M. McBride |
Return of the Broker? Full-service brokers are regaining favor among affluent investors, according to recent study. However, it looks like they still have a way to go keep clients satisfied. |
Financial Planning
November 1, 2006
John J. Bowen |
Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before. |
Registered Rep.
June 1, 2008
Matt Oechsli |
Mission Personal Potential Our research uncovered four key motivators that impact affluent decision-making: personal health, family health, financial health and spiritual health. |
Registered Rep.
February 1, 2006
Matt Oechsli |
The Full Monty Affluent clients want a clearly defined and structured process that will produce the right solutions for managing their financial affairs. For many financial advisors, this means coming up with a formal plan. Here's how. |
Registered Rep.
December 1, 2006
Matt Oechsli |
How to Talk to Wealthy Folks The rich are different, as they say. And that applies to how they talk -- and how they want to be talked to. Less jargon is better... More direct and straightforward is better... More rehearsed and practiced is better... etc. |
Registered Rep.
November 1, 2005
Grove & Prince |
Elusive Loyalty It's a serious conundrum for financial advisors: Their success hinges on their ability to cultivate loyalty in their most affluent clients, but many are having a tough time building that loyalty. But financial advisors can learn the skills that promote client loyalty. |
The Motley Fool
August 19, 2010
Jordan DiPietro |
Protect Your Wealth From Another Recession Less-secure employees should be investing differently. Here's how. |
Registered Rep.
July 31, 2012
Matt Oechsli |
Don't Fear the Wealthy Prospect Don't be afraid to sell, but mind these pitfalls. |
The Motley Fool
January 7, 2009
David Lee Smith |
Is Now the Time to Buy Natural Gas? It may be time to revisit energy, but is it still too soon for natural gas? |
Registered Rep.
August 27, 2014
Matt Oechsli |
Seven Phrases Advisors Should Never Use Nobody likes to be sold to, especially today's affluent. Yet many people still try to sell their products and services to this lucrative consumer niche, including financial advisors. |
Registered Rep.
June 1, 2005
Matt Oechsli |
The 12 Steps to Success Interviews with successful high-net-worth advisors has helped us to create this process of a dozen steps that, when properly applied, serve as a blueprint for acquiring and keeping wealthy clients. |
Registered Rep.
July 23, 2003
Nigel Goodman |
Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients. |
Financial Planning
March 1, 2012
John J. Bowen, Jr. |
Multiple Personality Syndrome The advisors who are most successful in finding, attracting and keeping affluent clients are those who get to know all different types and then build their service around specific subgroups. |
