Understanding the affluent investor's preferences is more crucial than ever.

Advisors continue to leverage digital tools to enhance their marketing and client relationships, yet personal relationships remain a necessity. Our goal in our most recent affluent research is to help you make the right, research-based decisions for your business in the months and years to come.

Check out this episode of the Stephen and Kevin show to learn about 5 affluent trends you need to know going into 2024.

Want all the juicy details? Check out our full research here: oechsli.com/research

Big shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azl

LEARN MORE:
www.oechsli.com

OUR SERVICES:
Oechsli Coaching - https://bit.ly/3qJ8UWk
Oechsli Social Content - https://bit.ly/3qM2vd2
Oechsli Digital Ads - https://bit.ly/3AhXuvE
Oechsli Video - https://bit.ly/3GRsFAA
Oechsli Newsletters - https://bit.ly/3tHbTQY
Oechsli Websites- http://bit.ly/2KUw04w
Oechsli Podcasts - https://bit.ly/3NgddRm

FOLLOW US ON:
Instagram: https://bit.ly/3KtYvpi
Facebook: https://bit.ly/3GQ8rXT
LinkedIn: https://bit.ly/33C6e3Z

=============================
Table of Contents:
=============================
0:00 - Intro
02:58 - Affluent Reaffirmations
06:38 - Why Do the Affluent Refer?
12:27 - Consider Teaming Up
15:46 - The Affluent Are Online
23:31 - Your Thought Leadership Matters
29:26 - Closing