The Optimistic Affluent Investor – The Preeminent Financial Advisor Podcast – Episode 29 You don’t need us to tell you that in order to effectively serve affluent clients, you need to know what those clients are thinking—their outlooks, perspectives and levels of engagement with their wealth. If you’re not certain where the affluent stand on such issues, you’re in luck: We’ve got some key answers for you, based on CEG Insights’ latest survey of more than 1,250 wealthy individuals—roughly 80% of whom have more than $1 million dollars of net worth (excluding the value of their primary residence). Key Takeaways - Investor optimism is up from last year’s levels. - The affluent are highly engaged in the investment management process. - Investments with guaranteed returns are surprisingly popular.