WealthEngine White Paper for Financial Services:
Building Your Business Effectively & Efficiently
Release date: February 17, 2010
Written for financial professionals, this new WealthEngine whitepaper seeks to:
- explore the business development value of understanding the complete wealth and demographic profile of your clients and prospective clients,
- offer considerations for more efficient methods of prospecting and,
- introduce effective prospecting tools.
The paper, authored by financial marketing consultant and former Fidelity Investments and Bank of America marketing executive, Jeff Briskin, includes trend data on the advisory landscape from a number of industry studies. It also explores how high net worth individuals might make advisor selections and why they might consider changing advisory relationships.
To download your free copy of the White Paper, please fill out the form below:
Questions? Please contact marketing@wealthengine.com or call (800) 933-4446.
