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…


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