The Words That Resonate With Millionaire Investors

Pershing, one of the leading custody firms for independent advisors, put out a deep-dive on how top RIAs are marketing themselves and how that marketing is being received by their target market.

I thought these two tables were interesting…

A lot of these things above mean the same thing, but the 1,000 + millionaire respondents to the March, 2018 survey reacted to them differently than they had just four years prior. I find that kind of thing interesting.

And then a look at some big marketing terms by age group. It’s extraordinary how much of a difference there is over the word “passionate” between the millennials vs the boomers. Can’t be random. The difference in the term RIA vs Financial Advisor means the younger demo hasn’t been mugged by the brokerage industry just yet, LOL. Many more boomers have learned to insist on fiduciaries, either from reading more on the difference or because of their own experiences.


Advisor Value Propositions (BNY Mellon Pershing)

What's been said:

Discussions found on the web
  1. The Weekend Starts Here... - The Financial Bodyguard Blog Site commented on Jan 11

    […] finally. The words which resonate with millionaire investors have changed over the last four years. “Many more boomers have learned to insist on fiduciaries, either from reading more on the differen… [Josh Brown – 3 min […]

  2. swiss replica watches rado grass court commented on Sep 18

    … [Trackback]

    […] Read More to that Topic: […]

  3. immediate edge review 2020 commented on Sep 28

    … [Trackback]

    […] Information on that Topic: […]

  4. bitcoin evolution review commented on Sep 29

    … [Trackback]

    […] Find More Information here to that Topic: […]

  5. 토토사이트 commented on Oct 16

    … [Trackback]

    […] Read More Info here to that Topic: […]

  6. Pulse Power commented on Nov 11

    … [Trackback]

    […] There you will find 15618 additional Information to that Topic: […]

  7. bmo mastercard online banking commented on Nov 26

    … [Trackback]

    […] Read More on that Topic: […]

  8. digital transformation commented on Nov 26

    … [Trackback]

    […] Find More to that Topic: […]

  9. commented on Dec 12

    … [Trackback]

    […] Info on that Topic: […]

  10. buy medate online commented on Jan 13

    … [Trackback]

    […] There you will find 22745 more Info on that Topic: […]

  11. KImber Guns For Sale commented on Jan 14

    … [Trackback]

    […] There you can find 99827 additional Information on that Topic: […]