Reveals how advisors can communicate in order to enhance and develop client loyalty. Reviews client expectations for frequency, timing, method and content of communication.

Financial advisors typically meet face-to-face with their clients at least annually with many meeting as frequently as quarterly.  But the pandemic has changed the habits and attitudes of investors regarding these meetings.  For most, any meetings in the last six months between financial advisors and their clients have been virtual.  Will this be the model for the future or will the traditional face-to-face model return.

Each month from now until the election, Spectrem will provide financial advisors with insights regarding investor attitudes relative to the election.

Each month from now until the election, Spectrem will provide financial advisors with insights regarding investor attitudes relative to the election.

Your clients and prospective clients who are still in the workplace have myriad pressures that occupy their minds.  While they are interested in seeking their investments grow and provide for their eventual retirement, they simply cannot think about those investments or their portfolio constantly while also trying to run a business or operate within a business or work environment.

Spectrem's annual trust report reviews the growth of the trust industry, the growth and usage of collective investment funds as well as assets managed by institutional trustees.  New this year - wealth management services.

Now that Baby Boomers are actively rolling over assets into IRAs, how are they making decisions?  What role does technology play?  Are they using an advisor?  How many are consolidating accounts?  How should the industry change to accommodate rollovers?

Attitudes, Concerns the Upcoming Election and the Coronavirus Pandemic addresses attitudes and behaviors of plan participants in 2020. Other topics discussed include the upcoming election as well as the current coronavirus pandemic and participants concerns regarding the impact it has had. 

Each month from now until the election, Spectrem will provide financial advisors with insights regarding investor attitudes relative to the election.