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Understanding Perspectives Of Global Millionaires Is A Multi-Faceted Key To The Growth Of Your Business

The success of millionaires across the globe has been tied to the fact that they are nomads. The decisions they make about their investments are also greatly influenced by their global perspectives.
As you think about growing your business, understanding the perspectives of global millionaires can not only help you form new relationships with clients with larger assets, it can broaden your own perspective and enhance your expertise.
Eighty-eight percent of those who go abroad to find success were motivated by quality of life and 79% cited family needs. Sixty-seven percent cited business interests as a key motivation.
This means that, not only do you need to learn about and understand the cultural differences that tie these millionaires to their families’ needs, but you also need to understand what attracts them from a global perspective.
Relationships with these clients can become the perfect peer-to-peer client-advisor partnerships.
And most of the millionaires who responded to the survey Wealth through the Prism of Culture and Mobility conducted by RBC Wealth Management and The Economist Intelligent Unit came from wealthy families.
They also spent more than half of their time outside their country of origin and had investments of at least $1 million.
A glimpse into their investments of choice shows that they tend to invest in real estate, precious metals, and global equities.
Thirty-six percent invest in global equities versus only 25% of domestic investors.
Those living in the Asia/Pacific region are bigger real estate investors than their counterparts in North America or Western Europe.
They were also the most likely to leave most of their assets to their families. Those in North America were more likely to leave significant portions of their wealth to charity.
Those including charitable contributions in their estate plans were most influenced by their birth countries; those currently making charitable donations are most influenced by their country of residence.
Geo-political influences and perspectives about next generations also carry significant influences on how people invest and also how they set up their estate and succession plans.


How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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