Episode 38 – The Affluent Digital Code: Online Strategies To Acquire High Net Worth Clients, Part 1

Summary: Many advisors have no idea if their online presence is helping or hurting their affluent prospecting efforts. And how would they? They aren’t out there studying the digital trends of affluent consumers. That’s how we can help. 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/MAI229.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.