The DNA of European Investors – Infographic – 10 steps to satisfying wealthy clients
December 21, 2015
How do high-net-worth individuals choose and use financial advisors? What prompts them to go in search of a new wealth manager, and how do they decide who and…
MoreThe DNA of European Investors – Step 10:
December 20, 2015
An outstanding customer experience might be the secret to keeping today’s HNW clients satisfied, but building the wealth management business of tomorrow depends on encouraging existing customers to recommend the firm within their network…
MoreThe DNA of European Investors – Step 9:
December 19, 2015
Overall, 89% of European HNWs said that they trusted their wealth management firm. 37% strongly agreed that…
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