Best News Ever for Seminar Agents from the Wall Street Journal!
Hi,
Susie Zolo here from Seminar Crowds, Inc. Now is the best time in your career to hold seminars and get a lot of new clients. Just read the Wall Street Journal article at the bottom of this email and you'll see why. The statistics and the commentary should inspire you to hold as many seminars as possible. Over 80% of investors want a new advisor. You should be that advisor!
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Call me today at 1-800-207-3840 email me at susie@seminarcrowds.com and I will email you all the information you need to save a ton of money on all your seminar invitations.
Here's the article:
Wall Street Journal Online
October 2, 2008
Wealthy Investors Stage Revolt against Advisors
With investors getting clobbered by financial markets, it's no surprise they're blaming their financial advisors. But the wealthy aren't just getting mad, they're getting even - by pulling their money and moving it to different firms.
According to a new survey from Prince & Assoc., 81 percent of investors with $1 million or more in investible assets plan to take money away from their current advisor. An even larger number - 86% - plans to tell other investors to avoid their advisor. Only 2% plan to recommend their firm to other investors. That's of critical importance, since wealthy investors often get investment advice from each other.
The irritation is especially high at the "brand" firms - large brokerages and banks. Fully 90% of clients of brand firms plan to take money away from their advisor and 70% plan to leave the advisor altogether. That compares with a mere 29% for the boutique, local advisory firms.
So what does this mean for investors and wealth-management firms? It could just mean a reshuffling of assets between branded firms, with big clients moving money from Merrill to U.S. Trust, or Lehman to Goldman. Or, more likely, it could accelerate the broader shift away from big-name advisors to smaller shops with fewer conflicts, lower turnover and more personalized service.
Wealth management firms argue that it's not their fault, that they're victims of the same extreme and unforeseeable market conditions that have wrecked even the most sophisticated managers. And blaming your wealth manager for a 770-point drop in the Dow is pointless.
Yet it's not just the performance that has irritated wealthy investors. Of those clients whose investments returns this year were up against pre-determined benchmarks, fully half planned to take money away from their advisor.
In other words, bad service can't overcome good numbers.
