Client Successes: Wealth Management

Lifestage marketing to high networth individuals

The client wished to assess the potential effectiveness of several marketing concepts designed to promote a new wealth management product.

The target group for this research was individuals with a minimum of $200,000 in investible assets. The strategy required an indepth understading of attitudes to wealth mangement, perception of investment advisors and service expectations. An indepth understanding of attitudes linked to client lifestages delivered a persuasive value proposition for the clients business strategy.