2017 Millionaire Investor - Advisor Relationships and Changing Advice Requirements
What do Millionaire investors expect from their advisor relationships? What types of planning do do they want their advisors to discuss? Retirement planning? Long-term care? Estate planning? Which of these services are they currently receiving and which will they be looking for in the future?
How do these investors prefer to communicate with their advisors? What are their communication expectations?
Advisor Relationships and Changing Advice Requirements examines the expectations investors have of their advisory relationship, the types of information and planning they are seeking, and how to most effectively deliver this advice.