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Wealth Managers Take Note! Here’s What’s Keeping the Affluent Up At Night – Episode 30
Manage episode 449795792 series 3518816
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As a financial advisor, you know full well that there’s never a shortage of challenges and concerns on your clients’ minds. But how up-to-speed are you on the specific issues that are currently top of mind for the affluent?
CEG Insights recently interviewed some 1,200 investors—more than 1,100 of whom have at least $1 million dollars of net worth—about what’s got them worried.
Let’s find out!
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