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Session
Description:
While affluent households continue to express a need
for professional investment advice, fewer affluent households
today use a professional advisor. Using new data from
our industry-leading Affluent Market Research Program
(AMRP), this discussion will include:
1)Key
investment attitudes of affluent households, and how
they have changed
2)How
has the level of involvement with advisors shifted in
the past few years?
3)What
types of advisors are gaining affluent clients, and
what types are declining?
4)What
elements of the advisor/provider value proposition are
driving customer decisions to stay or leave?
5)Are
advisors and providers creating differentiation? If
not, are there hidden opportunities?
This program is appropriate for senior financial executives
with responsibility for Retail Banking, Small Business,
Wealth Market, Product Development, Marketing, Market
Research and Strategy Teams.
Attendance
Fee:
$275.00 plus $50.00 per telephone line used.
About
David Thompson
David M. Thompson is a senior consultant with NFO WorldGroup’s
Financial Services Group. David directs custom
and syndicated affluent research for the group, including
the annual Affluent Market Research Program. David
has over 20 years of marketing research experience,
including management positions with CIGNA supporting
the financial advisors group and Aetna.
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