Results from the latest Morgan Stanley Wealth Management Investor Pulse Poll.
The poll surveyed 1,000 U.S. households of high net worth individuals, a third of which had investible assets of $1 million or more. Ninety-one percent of those polled believe they are on the right path to achieve long-term financial goals, the top three being:
There are options to consider that will make these extra dollars work harder and last longer.
"What we're trying to accomplish, whether someone comes in for one session or five days, is to get a real look at real people doing real work that is inherently personal," said Chuck Sullivan, co-founder of Something Independent.
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In an industry fierce with competition – brand, message and customer (or patient) experience, must stand out.
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