Selling to the rich

It's not just that the rich are getting richer - it's that there are more of them, according to financial services guru Matt Oechsli. A market of millions of "near affluent" households with over $100,000 to invest is emerging, and they present both an opportunity and a challenge for financial advisors. The opportunity is obvious; the challenge lies in knowing how to tap into it, since these ripe clients-to-be bring a unique perspective to buying services.

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access