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Estate Planning

: Wills, Trusts & Estates Prof Blog

Focusing on Psychographics of the Ultra-Wealthy

By Trusts EstatesProf

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Being able to attract and retain the type of client you want is vital to a successful practice. If the ultra-wealthy are your target clients, you may need to focus more on psychographics rather than demographics. For example, self-made people...

Full post as published by Wills, Trusts & Estates Prof Blog on October 02, 2010 (boomark / email).

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