Wealth Market Insights

2013 Annual Affluent Market Insights Report
2012 Annual Affluent Market Insights Report

Spectrem's annual compilation includes: Key Findings, Investor Attitudes, Market Opportunity, Investor Profile, Financial Attitudes and Behaviors, Product Usage, Relationship with Advisors, The Involved Investor, and the Opinions of Financial Providers.

Developing Client Loyalty

Retaining existing clients and building their trust and loyalty is as important as attracting new clients for financial advisors and financial service companies.  This report focuses on how advisors can retain clients and develop loyalty, and reduce attrition in the process. 

2011 Annual Affluent Market Insights Report

Spectrem's annual compilation includes: Key Findings, Investor Attitudes, Market Opportunity, Investor Profile, Financial Attitudes and Behaviors, Product Usage, Relationship with Advisors, The Involved Investor, and the Opinions of Financial Providers.