Episode 39 – The Affluent Digital Code: Online Strategies To Acquire High Net Worth Clients, Part 2

Summary: Affluent investors used to start their search for a financial advisor by getting recommendations from friends or family. But now affluent investors under 45 are starting that search differently. Find out how this trend has changed and what you can do to increase your chances to be found by affluent prospects when they start their search. The Oechsli Institute’s 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI234.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI200.pdf Note: You may need to login or register to view the worksheet. The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.