Skip navigation

How Well Do You Know the Affluent Sales Cycle?

Take this quiz to test how well you know affluent prospects.

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.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.