Download Report

Building Your Business Effectively & Efficiently

This WealthEngine whitepaper, authored by financial marketing consultant and former Fidelity Investments and Bank of America marketing executive, Jeff Briskin, includes trend data on the advisory landscape from a number of industry studies. It also explores how high net worth individuals make advisor selections and why they might consider changing advisory relationships.

Written for financial professionals, the paper seeks to:

  • Explore the business development value of understanding the complete wealth and demographic profile of your clients and prospective clients
  • Offer considerations for more efficient methods of prospecting
  • Introduce effective prospecting tools