CONSUMER DEMOGRAPHICS: Gaining and Maintaining Clients in Your Targeted Asset Category

King, Rebecca
September 2009
Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, Special section p10
Academic Journal
The article focuses in retaining and winning clients in financial planner's targeted asset category in the U.S. It examines the consumer financial behavior, planning engagement characteristics, and continuing professional planning relationship by asset level. It notes that consumers with variety of asset levels have dissimilar financial behaviors and financial needs and understanding these information can lead to identifying one's ideal client and increase the effectiveness of one's marketing and prospecting efforts. . It adds that they also have several reasons in following and continuing professional financial planning services.


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