Session Description:

The affluent business segment differs from other High Net Worth segments in its goals, advisory needs, investment approaches and provider loyalties. This session will examine the potential of building personal relationships with affluent, high net worth and ultra-wealthy owners of privately-held companies. Research presented in this session is derived from in-depth quantitative research with approximately 900 affluent and high net worth business owners.

This program is appropriate for senior financial executives with responsibility for Small Business, Wealth Markets, Product Development, Marketing, Market Research and Strategy Teams.

Attendance Fee:

$275.00 plus $50.00 per telephone line used.

About Maria Erickson

Maria Erickson is responsible for the commercial research line of business at Taylor Nelson Sofres, one of the largest research firms globally. Her responsibilities include custom and syndicated research focused on the commercial, small business and SOHO sectors as well as retail relationships with business owners and affluent consumers. Her projects focus on market share/share of wallet, image and satisfaction, market segmentation, price elasticity and pricing strategies, customer needs identification, channel strategy and demand estimation. Maria has led the commercial research group at TNS/NFO/PSI Global (same company and product, different ownership!) for ten years. Prior to joining TNS/NFO/PSI Global, Maria was an analyst with Salomon Brothers. She is a Certified Cash Manager (CCM) and has an MBA from the University of Central Florida.

About Taylor Nelson Sofres-Global Taylor Nelson Sofres is one of the world's leading market information groups. We provide market measurement, analysis and insight through our global network of operating companies in 70 countries.   Working with national and multi-national organisations, we help our clients to develop effective business strategies and enhance relationships with their customers.  In July 2003, the group completed the

acquisition of NFO WorldGroup, Inc. Further information on TNS can be found on www.tns-global.com