ForFinancialProfessionalUseOnly-MayNotBeGivenor.pptVIP

What have affluent investors shared? 81% of investors with $1 million or more in investible assets plan to take money away from their current advisor. 70% plan to leave their advisor altogether. Source: Wall Street Journal, October 4, 2008, Russ Alan Prince Seize the Opportunity Take a proactive approach when working with affluent clients (and prospects). Reinforce the reasons clients work with you – the Trust Factor. Be consistent communicating important updates. Educate affluent clients on investment topics such as diversification, risk management, and asset allocation. Create and