Marketing to high-net-worth individuals (HNWIs) is tough.
These wealthy individuals are often hard to reach – they are inundated with offers and opportunities – yet they are discerning.
They may have specialised needs and wants, which can be hard to identify unless you’re familiar with their lifestyle.
HNWIs value their time immensely. Privacy and discretion are important. And this audience expects high-quality interactions, from initial contact to post-purchase service. Anything less can result in a lost opportunity.
Because of this, it’s important to have a clear understanding of these customers – and what makes them tick.
At Receptional, we believe knowing your audience is the first step to a winning marketing strategy. That’s why we’ve surveyed 500+ high-net-worth individuals about their digital habits and preferences.
The report looks at five key areas:
We finish with some key takeaways for marketers.
So, if you’re wondering how emotions affect your prospects, or which channels HNWIs prefer for research, this eBook has the answers.
Download your free copy today!
Download your copy now
by Grace Ambrose
Content Specialist
3 Simple Ways to Improve Your Marketing and Grow Your Wealth Management Business
Understanding your clients or prospects is the first step to creating a successful marketing strategy. This is why we surveyed over 500 high-net-worth individuals (HNWIs), to understand the main influences of their investment research. From this, we identified the channels they are most influenced by, revealing how you can tailor your marketing to prospects based on their preferences.
2024 vision: A look into this year’s game-changing marketing trends
Understanding your clients or prospects is the first step to creating a successful marketing strategy. This is why we surveyed over 500 high-net-worth individuals (HNWIs), to understand the main influences of their investment research. From this, we identified the channels they are most influenced by, revealing how you can tailor your marketing to prospects based on their preferences.
Revealed – The Top Channels Influencing High-Net-Worth Individuals’ Research
Understanding your clients or prospects is the first step to creating a successful marketing strategy. This is why we surveyed over 500 high-net-worth individuals (HNWIs), to understand the main influences of their investment research. From this, we identified the channels they are most influenced by, revealing how you can tailor your marketing to prospects based on their preferences.
Call us on 01525 715 520 or complete the form below, and one of the team will get back to you.