The DNA of European Investors – SlideShare – 10 steps to satisfying wealthy clients

December 21, 2015

Discover how satisfied the average HNW European is with the financial advice they receive, how often they…

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The DNA of European Investors – Infographic – 10 steps to satisfying wealthy clients

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…

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The 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…

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