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Session
Description:
The
key drivers of affluent client loyalty with their investment
provider or advisor are quite different from drivers of overall
satisfaction. New data from the Phoenix Marketing International
continuously fielded, state-of-the-art Affluent Marketing
Service program suggests that, in relying on customer satisfaction
measurement alone, companies may miss uncovering future problems
with retaining their affluent clients. In this session, David
M. Thompson, Vice President of the Phoenix Marketing Affluent
Practice, will compare and contrast satisfaction and loyalty
ratings of different types of advisors and the top financial
services brands that market to affluent households.
This
program is appropriate for senior financial executives with
responsibility for Card, Payments, Customer Acquisition, 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 the Vice President of
Phoenix Marketing where he directs the Affluent Consumer Practice.
Prior to joining Phoenix Marketing in 2003, he was 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. dmtsims@comcast.net
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About
Phoenix Marketing:
Phoenix Marketing International is a
marketing consulting and advanced analytical modeling
firm specializing in assisting clients in the market
management process through the integration of market research information, segmentation,
data mining and direct market modeling and execution.
Our mission is to work with clients in long-term relationships
to apply market information to management decisions in
order to improve business results. We achieve this
goal by listening to the voice of the customer in a partnership
with our clients.
www.phoenixmi.co
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