Sentences with phrase «mass affluent clients»
The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients.
https://www.borntosell.com/ Not exact matches
We have 27 million clients in Brazil, from retail to mass - affluent to UHNW.
Advisors partner with more affluent clients that prefer overall financial advice rather than the standard, apparent and dismal approach of mass marketing by the big banks and large financial institutions.