Infographic | What you need to know about high-net-worth investors

February 8, 2018 by Katelyn Rattray

Learn more about high-net-worth buyer personas in this infographic

about the author:

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

Infographic | What you need to know about high-net-worth investors 

The customer is the most important person to your business and yet they often have no voice in a firm's decision-making process. Leveraging buyer personas for your business builds a knowledge center for employees to reference for key decisions. Knowing the buyer is critical to the success of your business because the business can make effective decisions based upon the ultimate boss: the customer. Leveraging those buyer personas allows you to identify your buyer’s needs.

To learn more about top high-net-worth buyer personas and what they expect from advisors, click here.