Articles for Advisors

Putting the IT in InvesTor

In the second decade of the 21st century, more Millionaires were coming from the field of information technology, and Spectrem’s studies began to track the investing habits of those investors.


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How Millionaires Spend Their Money

 A person needs to have money to spend money, and the people who have more money are going to spend more money.

Advisors work with investors to turn their money into more money, either for current spending, greater investments or to provide funds for retirement. But investors do not invest all of their money. Some of it they spend.

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Advising Professionals

Doctors, lawyers and, dentists spend many years, sometimes a decade, in the pursuit of their career goals.

In order to get their degrees, a great deal of money was spent, and many of these future professionals went into personal debt to pay for their college and graduate education. That money was an investment in their future, and those future investors understand the value of investing.

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Who Has The Investor's Ear?

 Affluent investors are likely to talk to other people in their lives regarding financial matters, whether it be family, friends or acquaintances.

Investors are free to listen to whoever they deem appropriate, but advisors need to know who has the investor’s ear regarding financial decisions.


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President's Blog - Where Does Loyalty Lie?

Most financial advisors work for firms which employ many advisors. When an investor signs up with a firm, he or she is matched with a primary advisor, but the products and services that advisor offers are determined by the provider firm.

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How Advisor Dependency Affects Investor Decisions

The working relationship between an investor and a financial advisor is a unique one. However, while every such relationship is different, there are commonalities among these affiliations that can be studied. The results of those studies can lead to conclusions about investors based on their advisor dependency.


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