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Briefs

Data Briefs Category ImageShort research-based articles centered around four key themes:

  • Understanding the Affluent
  • Adopting Best Practices
  • Perfecting the Referral Process
  • Maximizing Client Relationships


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  • FREE DOWNLOAD Business Owners and Financial Products
    Business Owners and Financial ProductsUnderstanding the Wealthy - Volume I, Issue 4A closer look at the use of and interest in specific investment and retirement products by business...
  • FREE DOWNLOAD Business Owners and their Advisors
    Business Owners and their AdvisorsUnderstanding the Wealthy - Volume I, Issue 5Most business owners rely on an array of experts in the course of running their...
  • FREE DOWNLOAD Business Owners as Big Business
    Business Owners as Big BusinessUnderstanding the Wealthy - Volume I, Issue 3Having an equity stake in a public or private business is the best way to become wealthy, but poor planning leavesmost owners' exposed to unnecessary...
  • FREE DOWNLOAD Don't Stop At Satisfaction
    Don't Stop At SatisfactionAdopting Best Practices - Volume I, Issue 1Building loyalty with your clients requires six critical qualities ...
  • FREE DOWNLOAD Leveraging Client Loyalty
    Leveraging Client LoyaltyPerfecting the Referral Process - Volume I, Issue 1Find the reliable springboard to growth, profitability and...
  • FREE DOWNLOAD Speaking the Same Language
    Speaking The Same LanguageAdopting Best Practices - Volume II, Issue 1Customize your client interactions with high-net-worth...
  • FREE DOWNLOAD The Allure of the Family Office
    The Allure of the Family OfficeUnderstanding the Wealthy - Volume I, Issue 2 Control and economics are the primary drivers behind single-family...
  • FREE DOWNLOAD The Essential Skills of Family Office Leadership
    The Essential Skills of Family Office LeadershipAdopting Best Practices - Volume I, Issue 4The executive director of a single-family office plays a critical role in the success of the office and the satisfaction of its family...
  • FREE DOWNLOAD The Lens of Customization
    The Lens of CustomizationAdopting Best Practices - Volume I, Issue 2Wealthy individuals consider themselves and their needs to be unique and they therefore expect special...
  • FREE DOWNLOAD The Middle-Class Millionaire
    The Middle-Class MillionaireUnderstanding the Wealthy - Volume II, Issue 1Understand the largest and most influential affluent population inthe...

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