Wealth Management How to better know your client
Learning as much about a client as possible in the shortest period of time can help you capture more assets. Our Fi•natical Curiosity program shows you how.
Wealth Management
Building Opportunities
The compelling language of real estate investment trusts
How do you talk to clients about diversifying their portfolios beyond stocks and bonds with alternative investments like real estate investment trusts (REITs)? Use research-based language in order to help ensure your guidance is followed and valued.
Invesco Global Consulting (IGC) partnered with word specialist, Maslansky + Partners, to study the best language to use with accredited investors when introducing real estate investments. The research, part of the largest study ever done on the language of financial services,1 used instant dial response technology to measure the emotional response investors had to communications.
The results showed that accredited investors are ready to talk to their financial professionals about REITs if it is communicated in the right way using the right words in the right order.
Learn more about Invesco Real Estate
Invesco Real Estate invests in direct property and publicly traded real estate securities on behalf of institutional and individual investors around the world. Our global strength is complemented by the expertise of our on-the-ground specialists who live and breathe their local markets.
Footnotes
-
1
Study conducted by Invesco Global Consulting and Maslansky + Partners since 2007
Leaving invesco.com
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
Start the conversation.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
