Fundzen Toronto
  • Lean Marketing
  • Lead Generation
  • Blog

inheritance

Behavioural Finance

You is Kind, You is smart, You is High Net Worth

As we think about marketing opportunities in the investor world, this is a pretty big – and largely overlooked – one: http://cnb.cx/2j02a5p Take aways: $30 trillion in the next 3 or 4 decades will be passed from Read more…

By Julian Scarfe, 8 years ago June 30, 2017
Behavioural Finance

Women and financial advisors: Listen!

Great article on the shifting gender tides in wealth management, and the industry’s struggle to keep up: http://bit.ly/10g3IbV women need more education and validation than men to make financial decisions women can easily detect whether an advisor Read more…

By Julian Scarfe, 12 years ago June 13, 2013
Categories
  • Behavioural Finance
  • Marketing
  • Mutual Funds
  • Psychology
  • Uncategorized
  • Lean Marketing
  • Lead Generation
  • Blog
Hestia | Powered by WordPress