Grow Your Book of Business with Affluent Households - Maximizer CRM

Grow Your Book of Business with Affluent Households

High Net Worth Individuals are the epitome of the perfect client for advisors, but the reality is there are only so many to go around. So how do advisors grow their book of business while still targeting wealthy investors?

That’s where the Mass Affluent comes in. Defined as individuals with $100,000 or more liquid investable assets, there are an estimated 4 million in Canada, which represents a huge opportunity for advisors looking to build their client base.

Take a look at our latest eBook “Grow Your Book of Business with Affluent Households” where we’ll cover:

  • The key characteristics of each group
  • How they compare against each other
  • How to target and land them as clients

Download the eBook!

By submitting the form featured on this page, your details may be used to keep you informed about our future products, service and offers and shared with our with Maximizer Certified Business Partners but not any other third parties in the delivery of products and services. For further information, please read our Privacy Policy.

Download your Ebook

Please fill out all fields:

X   |   Close Menu