February 15, 2016

Enterprise

Where are the hidden millionaire next doors in your client population? How can your firm develop and retain high net worth clients through products and services designed around their needs? Beyond describing groups, Data Points provides a scientific analysis of individual propensity to build wealth. By focusing on wealth potential, your organization can create focused strategic plans differentiated by high, medium and low Wealth Potential groups, and train advisors how to identify and interact with high-value customers by knowing their wealth potential.

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