Focus on Budgeting to Attract Mass Affluent Clients
eMoney Advisor
DECEMBER 13, 2022
Gaining a better understanding of this audience can help you connect with and identify potential clients and uncover their needs and wants in a way that benefits you both. Mass Affluent Clients and the Advice They Crave. Generally, a mass affluent client has investable assets between $100,000 and $1 million.
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