Almost daily we recieve
solicitations from companies wanting us to sell their products, and advising us
on how to "target" high net worth individuals.
Are you a high net worth
individual? Are you tired of being "targeted" by commissioned based
agents/advisors? Many firms specialize in targeting individuals with $250,000
or more to invest. (Trust us, we can buy lists of these exact prospects). These individuals are vulnerable to salespitches that are
not necessarily designed for their best interest. Held capitive by commission based
compensation, the typical advisor has strong incentive to close the sale and make sure their bills get paid.
Maybe you don't think of
yourself as a "High Net Worth" individual.. but you are if you have $250,000 or more
in your 401K or other investable assets. If you want a prudent no-nonsense
approach to managing your "nest egg" maybe you should learn about the Veritas
approach.
No comments:
Post a Comment