Download Identifying and Targeting High-Value Best Prospects

As the population of US adults qualifying as affluent investors is increasing, the number of relationships with both mutual fund and ETF providers are decreasing. While on one hand this represents a threat, as clients could move assets away from your firm, it also creates an opportunity to win new assets as affluent investors consolidate their accounts.

What's in the white paper?

Based on data from our Cogent Syndicated affluent investor research, this white paper includes:

Competitive context in respect to investor relationships with mutual funds, ETFs and Taxable Brokerage Accounts and IRAs
Seven steps to identify “High-Value Best Prospects” for converting assets away from competitors and to your firm
A comprehensive approach for wealth management firms to harness conversion strategies, protect assets, and leverage the full potential of existing client base

Identifying and Targeting High-Value Best Prospects

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What's in the white paper?

What's in the report?