The better you know the buying tendencies of affluent investors, the better your sales process becomes. Do you know how many meetings it takes the average prospect to make a decision? Or where they’re most likely to research you online? Answer the 10 questions below and find out.
The questions below were modified from our 2018 Affluent Investor Research, a survey of 750 affluent investors with between $250 thousand and $10 million in investable assets.
@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors. @KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors: The Online to Offline Conversion.