High-Net-Worth Psychology: Finding, Winning and Keeping Affluent Investors
Using state-of-the art research, the authors probe the psychological reasons why the wealthy invest the way they do. The framework of nine investor psychologies enables advisors to position and sell... This description may be from another edition of this product.
Format:Paperback
Language:English
ISBN:0965839133
ISBN13:9780965839136
Release Date:January 1999
Publisher:Hnw Pr
Length:287 Pages
Weight:1.25 lbs.
Dimensions:9.0" x 1.0" x 5.3"
Customer Reviews
3 ratings
Essential reading for private client money managers
Published by Thriftbooks.com User , 25 years ago
As a managing director of a botique money management firm catering to private clients and smaller institutions I have never before found anything with the insights contained in High-Net-Worth Psychology. The most powerful feature of the book is its practicality. It lays out how to be successful in the private client business. It's not about running the money. It's about running the clients. The only drawback is that the authors are a little long winded. Aside from that, it's a great read and I highly recommend it.
Essential reading for all investment advisors
Published by Thriftbooks.com User , 25 years ago
This book explains how to do the right kind of job with clients. It lays out the best ways to connect with them. I've just started using the ideas and already I'm closing more business.
Required reading for brokers wanting wealthy clients
Published by Thriftbooks.com User , 25 years ago
Everyone is talking about wealthy investors. Until this book, no one was showing brokers how to reach wealthy investors. Everybody else is just giving answers that aren't actionable. It was all talk and there wasn't a thing a broker could take back to the office and use to make money. Also, until this book no one was talking about the money management business. I only care about wealthy investors. I don't care about their interest in cars or boats. That's all this book is about, wealthy investors. It explains how the way wealthy buy investments and what a broker can do to be successful working with them. It shows brokers how to reach the wealthy and make them clients. It works.
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