Building strong personal relationships with clients are critical to improving satisfaction rates with high net worth individuals (HNWI) and to capitalize on ongoing asset consolidation trends.
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The rise of high-net-worth, affluent and retail investors in Asia and other emerging markets has sparked the need for new financial products. Among the most popular are those that reflect strong consumer protection rules and can be sold across jurisdictions.
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If you are prospecting for sales leads and millionaires are being targeted, it is helpful to know where they are concentrated. It also is wise to target potential clients in markets that are often overlooked or underserved such as Generation X and women investors.
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