The Nine Lives of the Affluent

Presented by

Rob Kochel

About this talk

“The Nine Lives of the Affluent” presents nine psychographic profiles of the affluent and what makes them purchase and retain the services of a financial advisor. It is based upon the research of Prince & Associates, and was thoroughly presented in the book, The Millionaire’s Advisor: High-Touch, High-Profit Relationship Strategies of Advisors to the Wealthy, by Russ Alan Prince and Brett Van Bortel.
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Presentations from Canadian thought leaders on how to grow more than wealth to achieve their long-term life goals and enjoy peace of mind.