$25 Million Plus Investors 2021

Investors with a net worth in excess of $25 million are one of the most sought-after clients in the financial services industry. These individuals need very unique and specific guidance and

assistance in managing their wealth.
Insights provided on:
  • Asset allocation and future investment selection
  • Provider and advisor usage, satisfaction and selection criteria
  • Key financial and personal concerns these investors face
  • ...and much more

This research uniquely positions financial service providers the ability to align their offerings and service model to match the unique needs, expectations and interests this study reveals.

These investors require a different approach from a sales cycle perspective, and this report identifies the best methods to communicate with and obtain new clients that are within this investor segment.


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