TITLE

Talking Point: What Do Clients Really Want?

PUB. DATE
March 2006
SOURCE
Journal of Financial Planning;Mar2006, Vol. 19 Issue 3, p19
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article reports on an interview with Matt Oechsli, a trainer and coach of financial advisors, which appeared in "Investment News." Oechsli said that while the financial services industry is perceived as being highly effective at marketing, it is failing to effectively reach the affluent. Oechsli found that only seven percent of advisors who are marketing to the affluent actually gain ten or more clients a year who have $1 million or more in investable assets. He cited a mistrust of the industry as a main reason for this.
ACCESSION #
20444927

 

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