Communication Preferences of High-Income Investors
Fine-tune Your Communications to Your Client's Needs
Communication matters. Identifying style and frequency is critical to client satisfaction. At the same time, it’s also important to design your advisory to scale.
We conducted a survey of high-income investors. This report details the communication preferences of these investors.
We surveyed folks with a family income of $175,000 or higher. The margin of error is 4%. That’s typical of many nationwide polls.