How to Win Affluent Clients | Mackenzie Investments

How to Win Affluent Clients

Affluent clients don’t want to get rich twice. Advisors looking to grow in the affluent space would do well to remember this. What is your strategy for winning affluent clients? Learn how to utilize activities in your business that build presence in your chosen markets and differentiate yourself from your competition. Serving affluent clients in your business requires a targeted approach based on meeting the needs of affluent investors. Learn strategies to move your business to the next level with affluent clients.

By 2022, the number of affluent Canadians (those with greater than $1M to invest) is projected to double to 1.1 million households. Mass affluent households (those with $100,000 to $1M to invest) will increase by 55% to 3.8 million by 2022. The opportunity is undeniable and is significant for advisors who are ready to embrace affluent and mass affluent investors as clients.

Access Continuing Education Center

Please note, only registered participants for the webcast are eligible for Continuing Education (CE) credits (subject to approval).1
1CE Credit Guidelines

  • CE credits are subject to approval from the following associations:
    • The Institute for Advanced Financial Education (IAFE) (formerly Advocis)
    • Investment Industry Regulatory Organization of Canada (IIROC)
    • Financial Planning Standards Council (FPSC)
    • Chambre de la sécurité financière (CSF)
    • Institut québecois de planification financière (IQPF)
    • Alberta Insurance Council (AIC)
  • CE Credits are issued on a per participant basis. Individual registration is required.
  • To earn CE credits, you must watch the entire webcast, including the Q&A session and take the quiz.
  • Pending approval, CE Certificates are automatically emailed to you, and may take up to 60 days.

This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with rules for investor sales communications. Mackenzie disclaims any responsibility for any advisor sharing this with investors.