What your wealthy clients are thinking
The landscape of financial service is in the midst of radical change, shaking up the attitudes and behaviors of today's affluent investor. For advisers trying to attract and keep wealthy clients, the gyrating market of the past few years provides both an opportunity and a challenge. One thing is for certain: The marketing tactics of yesterday will not work today. Advisers need to be more aware of what's on the minds of their most valuable customers. Here then are seven things your wealthy clients are probably thinking about you or your firm -- but aren't sharing. [Story based on a recent study by The Oechsli Institute; text by the Oechsli Institute and InvesmentNews.]