Using state-of-the art research, the authors probe the psychological reasons why the wealthy invest the way they do. The framework of nine investor psychologies enables advisors to position and sell financial products ranging from mutual funds to managed accounts more effectively than ever before. Insights on prospecting and asset capture round out the book.
Russ Alan Prince
Russ Alan Prince is President of Prince & Associates, a research and consulting firm with expertise in the affluent market for financial services. He is known for his regular research contributions to On Wall Street, Financial Planning Magazine, Institutional Investor's Private Asset Management and National Underwriter. Recent clients of the firm include Morgan Stanley Dean Witter, Fidelity Investments, and Prudential Securities.
Karen Maru File
Karen Maru File is Associate Professor of Marketing at the University of Connecticut, where a major area of her research has been the marketing of financial services. She is also a principal in Prince & Associates. Her academic research has been published in over two dozen journals including the International Journal of Bank Marketing, Services Marketing, and the Journal of Business Research.