Futurewealth 2015: Hanging in the Balance - Conversations with the FuturewealthyScorpio Partnership
In part 2 of Futurewealth 2015, we explore how HNW clients feel about the interactions they have with relationship managers. We ask the Futurewealthy about the communications they have with their wealth management firm; who do they want to hear from, when and about what.
This document discusses customer perceptions of banks and restoring trust in the banking sector. It summarizes that banks have struggled in recent years due to issues like mis-selling scandals and the financial crisis. Banks lost sight of prioritizing customers and took their trust for granted. The document recommends that banks look to Mahatma Gandhi's teachings that customers are the most important part of the business. Banks need to strengthen customer relationships by demonstrating they understand customer needs and have their best interests at heart to regain trust and compete with new entrants.
The document discusses the importance of fusing marketing communication and PR to avoid confusion and increase effectiveness. It argues that a unified approach allows for consistent branding, more efficient use of budgets and staff, faster decision making, and easier collaboration. However, there are also risks like overloading employees and lack of specialization. The document also examines changes in consumer behavior like personalized offers and ethical concerns that require new strategies focused more on stories, emotion and people rather than just products or transactions. Case studies are presented of UniCredit campaigns that targeted human truths to promote home and personal loans.
The Low to moderate income residential homebuyer has been overlooked by many lenders. This is an opportunity that could change the face of many communities and increase profitability of many banks.
Investment banking analysts conduct financial analysis, draft models and memos, assess clients' investment goals, research investment opportunities, identify underperforming investments, offer recommendations, study investment options, examine company reports and strategies, specialize in sectors, and advise on deals like IPOs and M&As. Their day involves conference calls, presentation approvals, and gaining expertise in specific industries to provide recommendations to companies within those sectors.
The document discusses the opportunity to earn $1 million over 25 years by introducing 5-15 clients to active money management through World Financial Group/Investment Advisors International. It would require studying for and passing the Series 65 exam and then introducing enough clients to reach $1 million in Assets Under Active Management. This could potentially be achieved in less time than working a normal corporate job over the same period.
This document discusses how marketing ROI has shifted from direct persuasion to social influence. It notes that half of marketing ROI now comes from social influence generated by attentive consumers who are more vocal about their favorite brands. However, companies' marketing departments still focus most resources on direct persuasion and have little understanding of or plan to increase social influence. The agency Superette helps companies leverage social influence through research to understand relevant conversations in target audiences and design of contagious brand stories and experiences.
Futurewealth 2015: Hanging in the Balance - Conversations with the FuturewealthyScorpio Partnership
In part 2 of Futurewealth 2015, we explore how HNW clients feel about the interactions they have with relationship managers. We ask the Futurewealthy about the communications they have with their wealth management firm; who do they want to hear from, when and about what.
This document discusses customer perceptions of banks and restoring trust in the banking sector. It summarizes that banks have struggled in recent years due to issues like mis-selling scandals and the financial crisis. Banks lost sight of prioritizing customers and took their trust for granted. The document recommends that banks look to Mahatma Gandhi's teachings that customers are the most important part of the business. Banks need to strengthen customer relationships by demonstrating they understand customer needs and have their best interests at heart to regain trust and compete with new entrants.
The document discusses the importance of fusing marketing communication and PR to avoid confusion and increase effectiveness. It argues that a unified approach allows for consistent branding, more efficient use of budgets and staff, faster decision making, and easier collaboration. However, there are also risks like overloading employees and lack of specialization. The document also examines changes in consumer behavior like personalized offers and ethical concerns that require new strategies focused more on stories, emotion and people rather than just products or transactions. Case studies are presented of UniCredit campaigns that targeted human truths to promote home and personal loans.
The Low to moderate income residential homebuyer has been overlooked by many lenders. This is an opportunity that could change the face of many communities and increase profitability of many banks.
Investment banking analysts conduct financial analysis, draft models and memos, assess clients' investment goals, research investment opportunities, identify underperforming investments, offer recommendations, study investment options, examine company reports and strategies, specialize in sectors, and advise on deals like IPOs and M&As. Their day involves conference calls, presentation approvals, and gaining expertise in specific industries to provide recommendations to companies within those sectors.
The document discusses the opportunity to earn $1 million over 25 years by introducing 5-15 clients to active money management through World Financial Group/Investment Advisors International. It would require studying for and passing the Series 65 exam and then introducing enough clients to reach $1 million in Assets Under Active Management. This could potentially be achieved in less time than working a normal corporate job over the same period.
This document discusses how marketing ROI has shifted from direct persuasion to social influence. It notes that half of marketing ROI now comes from social influence generated by attentive consumers who are more vocal about their favorite brands. However, companies' marketing departments still focus most resources on direct persuasion and have little understanding of or plan to increase social influence. The agency Superette helps companies leverage social influence through research to understand relevant conversations in target audiences and design of contagious brand stories and experiences.
Study of Advisory Success defines what success means for advisors in today’s environment and highlights the most salient issues facing advisors. Pershing’s inaugural study found that the most successful advisors anticipate what will lead the next generation of advisors. This year’s study finds that successful advisors adapt to client communications and client expectations.
Social Media Publishing for Investment ProfessionalsIR Smartt Inc.
The document provides guidance for investment professionals on using social media for business purposes. It discusses how social media can be used to build trust with clients, gain insights into target audiences, enhance personal branding, and track engagement. The key recommendations are to plan social media strategies aimed at specific goals, engage current clients, build an expertise-driven personal brand through high-quality content, stay compliant with regulations, and continuously analyze engagement and progress.
This document summarizes a global market access workshop presented by Greg Horowitt of T2 Venture Capital. The workshop agenda included an overview of global markets, preparing for overseas entry, strategies for leveraging resources, and creating a market entry plan. Key topics discussed in the workshop included the importance of networks and partnerships in today's global business environment. The workshop also covered evaluating market opportunities, assessing risks, conducting market research, analyzing competitors, developing a value proposition, protecting intellectual property, and crafting an effective elevator pitch.
Investment banking reputation market research - restoring trust in the financ...George Tsakraklides
This document discusses building and maintaining trust with various stakeholders. It identifies shareholders, investors, regulators, media, analysts, lobbying groups, and employees as key stakeholders and examines what trust means to each group. The document proposes conducting research including a quantitative survey and qualitative interviews to understand stakeholders' perspectives on trust, what breaks trust, and what can restore it. The goals are to develop a communications strategy to bolster the organization's reputation by leveraging insights about trust from different audiences.
This document summarizes a presentation given by Tom Douglis of MONIGLE, a branding firm. The presentation covered several topics:
- Tom Douglis' background in branding and communications
- An overview of MONIGLE, including its experience with academic medical centers (AMCs) and integrated health systems
- Why unified branding ("one voice") is important for health systems in today's environment
- How brands influence thought and behavior
- The importance of operationalizing brands throughout organizations
- A branding workshop MONIGLE conducted for MD Anderson Cancer Center to develop messaging for key audiences
Opportunity assessment for your Horizon 2020 bid by TCI Pathway LtdThe Pathway Group
This document provides guidance on assessing key areas for a Horizon 2020 funding bid to improve its chances of success. It identifies the following key areas that must be adequately addressed: Plan, Cash, Product, Team, Technical, Manufacturing, Market, and Sell. Each area is ranked on a scale of 1-4 to identify weaknesses. Successful bids clearly present the concept, meet all call details, have clear writing, and demonstrate the connection between the problem, solution, and impact using SMART objectives. Assessing how the key areas interlink and demonstrating synergy between them is important to achieving a balanced bid.
This document outlines an approach for global corporate banking in Mexico. It discusses key aspects such as understanding the client's business and decision-making process, having expertise in available banking products, and ensuring excellent collaboration between coverage, product, and execution teams. The approach emphasizes gaining an in-depth understanding of the client and local market to provide strategic advice tailored to the client's needs. It also stresses maintaining knowledge of new digital products and tools to improve client services.
This document provides information about conducting marketing research for entrepreneurs and small businesses. It discusses:
- The importance of understanding the competitive landscape and having good market intelligence to make better business decisions.
- How competitive intelligence can help businesses improve planning, develop strategies, avoid surprises, and increase sales.
- Common approaches small businesses take to competitive intelligence that are ineffective and don't provide a true return on investment.
- Key aspects of market research small businesses should consider like understanding customers, products/services, competition, and purpose of research.
- Types of marketing research, budget considerations, and resources available to small businesses for conducting research projects.
Lu en-10-disruptors-wealth-management-102015Thierry Raizer
The document outlines 10 disruptive trends that will change the global wealth management industry. These trends revolve around evolving investor needs, digital transformation, and an increasingly complex market environment. A key trend is the shift to a new generation of investors with different preferences who expect a simpler and more engaging experience. They are looking for holistic advisory solutions. Additionally, the industry is experiencing increased digitalization due to technologies like robo-advisors and the use of big data. The market has also become more complex with new regulations, competition from specialized players, and pressure on profit margins. These trends particularly impact Luxembourg players and those who adapt successfully will secure their position for the future.
Angel investors, also known as business angels, are high-net-worth individuals who provide capital for startup businesses, filling the funding gap between personal savings and venture capital. They typically invest between $10,000-$500,000 in early-stage companies and tend to invest locally in industries they are familiar with. While angel investing involves high risks of business failure, it can also provide high returns for those companies that succeed. Due diligence is important for angels to properly evaluate investment opportunities and manage risks.
Nine Ways to Win Investors and Influence ProspectsAtlas Integrated
R&M Resource Development and Atlas Advertising presented 9 ways to influence investors and prospects. These include knowing your goals and audiences, being strategic, differentiating yourself, managing expectations, perfecting timing, leveraging affiliations, and injecting inspiration. Data and marketing services were outlined to help economic development organizations implement these strategies through branding, fundraising campaigns, and prospect development. The presentation concluded with calls to action to discuss implementation.
Adapt or Die--The Opportunty For Global Wealth Managers In HNW/UHNW Next GenApril Rudin
This slide set was used to present on the topic of next gen wealth inheritors at a recent HNW/Wealth management conference in China. I believe that it's a pivot point where firms must: Adapt or Die--Understand the multi-generational differences between babyboomers and nextgen. Learn how to communicate to attract and engage new UHNW/HNW clients
The document discusses the importance of marketing research and customer engagement for businesses. It describes how marketing research can help identify opportunities and reduce risks. Both qualitative research methods like focus groups and quantitative methods like surveys are discussed. Hiring a research expert is recommended to save time and avoid bias compared to doing research yourself. Resources for research like trade organizations, government sites, and social media are also provided.
Chapter 11Setting the PricePricing Objective survival, is .docxbartholomeocoombs
Chapter 11
Setting the Price
Pricing Objective: survival, is it valuable, what makes it different, maximum market share, maximum market skimming
Pricing strategy
Determining Demand: est demand curves-surveys, price experiments; price elasticity of demand
Estimating costs
Selecting a price method: perceived value pricing- based on buyer’s image of product; value pricing; EDLP-high/low pricing; going rate pricing
Selecting the final price: impact of other marketing activities; company pricing policies
Marketing channels and value networks- a market channel system
· The particular set of marketing channels a firm employs
· Push vs pull strategy
Marketing communications
The means by which firms attempt to inform, persuade, and remind consumers about the products and brands they sell.
Marketing Communication Mix
Advertising, sales promotion, events and experiences(making customers involved), public relations and publicity (out of the ordinary), online and social media marketing, mobile marketing, personal selling(know how to use each and show)
Developing effective communications
Message strategy-What are going to say? Positioning statement turn it into consumer friendly words
Creative strategy- How are you going to do it? What is it going to look like
Message source- Who is going to do it?
Online marketing
Advantages
· Can offer or send tailored information/messages
· Can trace effects/clicks on page/ad
· Contextual placement
· Can lace advertising based on search engine keywords
Disadvatages
· Consumers can screen out most messages
· Ads can be less effective than they appear(bogus clicks)
· Lost control over online messages via hacking
Communications Options
Web sites (what is the purpose, be detailed, user friendly, physical attractiveness)
Search ads (paid search or pay per click ads, search engine optimization)
Display ads
emal
Find online communities that what to socialize.
Networking events
Word of mouth
Face to face and phone
Online: Viral marketing
Direct marking
Direct mail: choose objectives, target markets and prospects, offer elements, test elements)
Catalog
Telemarketing
Socially Responsible Marketing
Effective internal marketing must be matched by a strong sense of ethics, values and social responsibility
Companies need to understand the social pressures and opportunities facing their companies as they make decisions about investing in social responsibility.
Cause-Rated Marketing
Links the company’s contributions toward a designated cause to customers engaging directly or indirectly in revenue-producing transactions with the company
Is part of corporate societal marketing(CSM)
Brand Strategy: Very good and thorough with rationale.
Target Market: Your target markets are broad. Considerations should be: age, lifestyle values, attitudes, wants and needs, gender, number of kids, education income, stage in the household lifecycle, geographic location (urban vs. rural, etc.), or risk orientation, etc. More.
The document summarizes 7 trends reshaping the financial services industry according to Geraldine Leder in June 2009. These trends include: 1) A populist backlash against the wealthy eroding trust in large financial institutions. 2) Broken trust and compromised values in the industry as customer satisfaction declines. 3) More cost-conscious clients reconsidering traditional financial advice models and taking matters into their own hands. 4) An impending heavy tax burden that will reshape wealth management habits. 5) Emerging winners and losers in different distribution models within the industry. 6) The growing influence of digital technologies and social media. 7) Opportunities for firms that use the economic crisis to reinvent their business models and become more client-centric.
The document summarizes 7 trends reshaping the financial services industry according to Geraldine D. Leder in June 2009. These trends include: 1) A populist backlash against the wealthy eroding trust in large financial institutions. 2) Broken trust and compromised values in the industry as customer satisfaction declines. 3) More cost-conscious clients reconsidering traditional financial advisors and exploring lower-cost alternatives like online investing. 4) An oppressive tax burden that will reshape wealth management and consumption habits. 5) Winners and losers emerging in different distribution models within the industry. 6) Digital technology becoming a primary operating force for engaging customers. 7) Industry winners using the economic crisis to reinvent their business models and become more client-
The document provides lessons and forecasts for small and medium enterprises (SMEs) in navigating future business trends and economic conditions. It discusses that SMEs will need to focus on niche markets rather than mass production; leverage online marketing rather than comparing themselves to big businesses; invest in building relationships through frequent engagement with customers; and focus on value rather than considering themselves mere companies. It also forecasts that the recession will drive more entrepreneurship; SMEs will increasingly operate globally through online networks; and technology will enable new opportunities for flexible and mobile work.
Part 1. The Next Extraordinary Marketing Opportunity- Healthcare ReformVivastream
The document discusses opportunities for health insurers under the Affordable Care Act (ACA). It notes that the ACA could generate billions in new revenue and millions of new customers for insurers. Insurers will need to adapt their marketing and focus on the new types of customers using the health insurance exchanges, including those who are younger, less educated, and more racially diverse. Insurers will need to use customer data and segmentation to understand these new groups and engage customers through multiple channels.
Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands. Contact our financial advisor recruiters if you are looking to make a move, or buy/sell a book of business. Visit the site: http://www.rhinosearchgroup.com/
Rhino Search Group
8970 E Raintree Drive
Suite #300
Scottsdale AZ 85260
480-361-9415
pk@rhinosearchgroup.com
Study of Advisory Success defines what success means for advisors in today’s environment and highlights the most salient issues facing advisors. Pershing’s inaugural study found that the most successful advisors anticipate what will lead the next generation of advisors. This year’s study finds that successful advisors adapt to client communications and client expectations.
Social Media Publishing for Investment ProfessionalsIR Smartt Inc.
The document provides guidance for investment professionals on using social media for business purposes. It discusses how social media can be used to build trust with clients, gain insights into target audiences, enhance personal branding, and track engagement. The key recommendations are to plan social media strategies aimed at specific goals, engage current clients, build an expertise-driven personal brand through high-quality content, stay compliant with regulations, and continuously analyze engagement and progress.
This document summarizes a global market access workshop presented by Greg Horowitt of T2 Venture Capital. The workshop agenda included an overview of global markets, preparing for overseas entry, strategies for leveraging resources, and creating a market entry plan. Key topics discussed in the workshop included the importance of networks and partnerships in today's global business environment. The workshop also covered evaluating market opportunities, assessing risks, conducting market research, analyzing competitors, developing a value proposition, protecting intellectual property, and crafting an effective elevator pitch.
Investment banking reputation market research - restoring trust in the financ...George Tsakraklides
This document discusses building and maintaining trust with various stakeholders. It identifies shareholders, investors, regulators, media, analysts, lobbying groups, and employees as key stakeholders and examines what trust means to each group. The document proposes conducting research including a quantitative survey and qualitative interviews to understand stakeholders' perspectives on trust, what breaks trust, and what can restore it. The goals are to develop a communications strategy to bolster the organization's reputation by leveraging insights about trust from different audiences.
This document summarizes a presentation given by Tom Douglis of MONIGLE, a branding firm. The presentation covered several topics:
- Tom Douglis' background in branding and communications
- An overview of MONIGLE, including its experience with academic medical centers (AMCs) and integrated health systems
- Why unified branding ("one voice") is important for health systems in today's environment
- How brands influence thought and behavior
- The importance of operationalizing brands throughout organizations
- A branding workshop MONIGLE conducted for MD Anderson Cancer Center to develop messaging for key audiences
Opportunity assessment for your Horizon 2020 bid by TCI Pathway LtdThe Pathway Group
This document provides guidance on assessing key areas for a Horizon 2020 funding bid to improve its chances of success. It identifies the following key areas that must be adequately addressed: Plan, Cash, Product, Team, Technical, Manufacturing, Market, and Sell. Each area is ranked on a scale of 1-4 to identify weaknesses. Successful bids clearly present the concept, meet all call details, have clear writing, and demonstrate the connection between the problem, solution, and impact using SMART objectives. Assessing how the key areas interlink and demonstrating synergy between them is important to achieving a balanced bid.
This document outlines an approach for global corporate banking in Mexico. It discusses key aspects such as understanding the client's business and decision-making process, having expertise in available banking products, and ensuring excellent collaboration between coverage, product, and execution teams. The approach emphasizes gaining an in-depth understanding of the client and local market to provide strategic advice tailored to the client's needs. It also stresses maintaining knowledge of new digital products and tools to improve client services.
This document provides information about conducting marketing research for entrepreneurs and small businesses. It discusses:
- The importance of understanding the competitive landscape and having good market intelligence to make better business decisions.
- How competitive intelligence can help businesses improve planning, develop strategies, avoid surprises, and increase sales.
- Common approaches small businesses take to competitive intelligence that are ineffective and don't provide a true return on investment.
- Key aspects of market research small businesses should consider like understanding customers, products/services, competition, and purpose of research.
- Types of marketing research, budget considerations, and resources available to small businesses for conducting research projects.
Lu en-10-disruptors-wealth-management-102015Thierry Raizer
The document outlines 10 disruptive trends that will change the global wealth management industry. These trends revolve around evolving investor needs, digital transformation, and an increasingly complex market environment. A key trend is the shift to a new generation of investors with different preferences who expect a simpler and more engaging experience. They are looking for holistic advisory solutions. Additionally, the industry is experiencing increased digitalization due to technologies like robo-advisors and the use of big data. The market has also become more complex with new regulations, competition from specialized players, and pressure on profit margins. These trends particularly impact Luxembourg players and those who adapt successfully will secure their position for the future.
Angel investors, also known as business angels, are high-net-worth individuals who provide capital for startup businesses, filling the funding gap between personal savings and venture capital. They typically invest between $10,000-$500,000 in early-stage companies and tend to invest locally in industries they are familiar with. While angel investing involves high risks of business failure, it can also provide high returns for those companies that succeed. Due diligence is important for angels to properly evaluate investment opportunities and manage risks.
Nine Ways to Win Investors and Influence ProspectsAtlas Integrated
R&M Resource Development and Atlas Advertising presented 9 ways to influence investors and prospects. These include knowing your goals and audiences, being strategic, differentiating yourself, managing expectations, perfecting timing, leveraging affiliations, and injecting inspiration. Data and marketing services were outlined to help economic development organizations implement these strategies through branding, fundraising campaigns, and prospect development. The presentation concluded with calls to action to discuss implementation.
Adapt or Die--The Opportunty For Global Wealth Managers In HNW/UHNW Next GenApril Rudin
This slide set was used to present on the topic of next gen wealth inheritors at a recent HNW/Wealth management conference in China. I believe that it's a pivot point where firms must: Adapt or Die--Understand the multi-generational differences between babyboomers and nextgen. Learn how to communicate to attract and engage new UHNW/HNW clients
The document discusses the importance of marketing research and customer engagement for businesses. It describes how marketing research can help identify opportunities and reduce risks. Both qualitative research methods like focus groups and quantitative methods like surveys are discussed. Hiring a research expert is recommended to save time and avoid bias compared to doing research yourself. Resources for research like trade organizations, government sites, and social media are also provided.
Chapter 11Setting the PricePricing Objective survival, is .docxbartholomeocoombs
Chapter 11
Setting the Price
Pricing Objective: survival, is it valuable, what makes it different, maximum market share, maximum market skimming
Pricing strategy
Determining Demand: est demand curves-surveys, price experiments; price elasticity of demand
Estimating costs
Selecting a price method: perceived value pricing- based on buyer’s image of product; value pricing; EDLP-high/low pricing; going rate pricing
Selecting the final price: impact of other marketing activities; company pricing policies
Marketing channels and value networks- a market channel system
· The particular set of marketing channels a firm employs
· Push vs pull strategy
Marketing communications
The means by which firms attempt to inform, persuade, and remind consumers about the products and brands they sell.
Marketing Communication Mix
Advertising, sales promotion, events and experiences(making customers involved), public relations and publicity (out of the ordinary), online and social media marketing, mobile marketing, personal selling(know how to use each and show)
Developing effective communications
Message strategy-What are going to say? Positioning statement turn it into consumer friendly words
Creative strategy- How are you going to do it? What is it going to look like
Message source- Who is going to do it?
Online marketing
Advantages
· Can offer or send tailored information/messages
· Can trace effects/clicks on page/ad
· Contextual placement
· Can lace advertising based on search engine keywords
Disadvatages
· Consumers can screen out most messages
· Ads can be less effective than they appear(bogus clicks)
· Lost control over online messages via hacking
Communications Options
Web sites (what is the purpose, be detailed, user friendly, physical attractiveness)
Search ads (paid search or pay per click ads, search engine optimization)
Display ads
emal
Find online communities that what to socialize.
Networking events
Word of mouth
Face to face and phone
Online: Viral marketing
Direct marking
Direct mail: choose objectives, target markets and prospects, offer elements, test elements)
Catalog
Telemarketing
Socially Responsible Marketing
Effective internal marketing must be matched by a strong sense of ethics, values and social responsibility
Companies need to understand the social pressures and opportunities facing their companies as they make decisions about investing in social responsibility.
Cause-Rated Marketing
Links the company’s contributions toward a designated cause to customers engaging directly or indirectly in revenue-producing transactions with the company
Is part of corporate societal marketing(CSM)
Brand Strategy: Very good and thorough with rationale.
Target Market: Your target markets are broad. Considerations should be: age, lifestyle values, attitudes, wants and needs, gender, number of kids, education income, stage in the household lifecycle, geographic location (urban vs. rural, etc.), or risk orientation, etc. More.
The document summarizes 7 trends reshaping the financial services industry according to Geraldine Leder in June 2009. These trends include: 1) A populist backlash against the wealthy eroding trust in large financial institutions. 2) Broken trust and compromised values in the industry as customer satisfaction declines. 3) More cost-conscious clients reconsidering traditional financial advice models and taking matters into their own hands. 4) An impending heavy tax burden that will reshape wealth management habits. 5) Emerging winners and losers in different distribution models within the industry. 6) The growing influence of digital technologies and social media. 7) Opportunities for firms that use the economic crisis to reinvent their business models and become more client-centric.
The document summarizes 7 trends reshaping the financial services industry according to Geraldine D. Leder in June 2009. These trends include: 1) A populist backlash against the wealthy eroding trust in large financial institutions. 2) Broken trust and compromised values in the industry as customer satisfaction declines. 3) More cost-conscious clients reconsidering traditional financial advisors and exploring lower-cost alternatives like online investing. 4) An oppressive tax burden that will reshape wealth management and consumption habits. 5) Winners and losers emerging in different distribution models within the industry. 6) Digital technology becoming a primary operating force for engaging customers. 7) Industry winners using the economic crisis to reinvent their business models and become more client-
The document provides lessons and forecasts for small and medium enterprises (SMEs) in navigating future business trends and economic conditions. It discusses that SMEs will need to focus on niche markets rather than mass production; leverage online marketing rather than comparing themselves to big businesses; invest in building relationships through frequent engagement with customers; and focus on value rather than considering themselves mere companies. It also forecasts that the recession will drive more entrepreneurship; SMEs will increasingly operate globally through online networks; and technology will enable new opportunities for flexible and mobile work.
Part 1. The Next Extraordinary Marketing Opportunity- Healthcare ReformVivastream
The document discusses opportunities for health insurers under the Affordable Care Act (ACA). It notes that the ACA could generate billions in new revenue and millions of new customers for insurers. Insurers will need to adapt their marketing and focus on the new types of customers using the health insurance exchanges, including those who are younger, less educated, and more racially diverse. Insurers will need to use customer data and segmentation to understand these new groups and engage customers through multiple channels.
Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands. Contact our financial advisor recruiters if you are looking to make a move, or buy/sell a book of business. Visit the site: http://www.rhinosearchgroup.com/
Rhino Search Group
8970 E Raintree Drive
Suite #300
Scottsdale AZ 85260
480-361-9415
pk@rhinosearchgroup.com
12. 22 of the 24 respondents aged 20-29 (or 91% ) do not currently have an advisor
13. Of the respondents who have an advisor, 8 of 14 (or 57% ) use an advisor who is associated with a company
14. Of the 18 respondents who have an advisor, 12 (or 67% ) said they were satisfied, and no one was dissatisfied
15. Of the respondents aged 20-29, 87% would hire an advisor to help them invest early and build savings. 79% want investment advice.
16. Of the respondents surveyed, 86% said the most important quality in an advisor is open communication. 65% want a moderate investor. 42% want the security of a company