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The Optimistic Affluent Investor – Episode 29
Manage episode 447456294 series 3518816
Konten disediakan oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
As a financial advisor, you don’t need us to tell you that in order to effectively serve high affluent clients, you need to know what those clients are thinking—their outlooks, perspectives and levels of engagement with their financial wealth.
If you’re not certain where the affluent stand on such issues, you’re in luck: We’ve got some key answers for you, based on CEG Insights’ latest survey of more than 1,250 wealthy individuals—roughly 80% of whom have more than $1 million dollars of net worth (excluding the value of their primary residence).
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