All Reports

The Million Dollar Rollover Opportunity

Almost four decades since its inception, the 401(k) has become America's No.1 way to save for retirement, and the number of defined contribution plan participants with seven-figure plan balances is growing.  

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Professional Profile Series

Professionals undergo years of schooling and tens of thousands hours of rigorous training and testing to attain their expertise.  But being an expert in medicine, law or accounting does not necessarily correlate to being an expert in financial planning and investing.  For these services, Professionals turn to those in that specialty - financial advisors.  They expect their financial advisors to be as knowledgeable about investing and financial planning as they are in their own area of expertise. 

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The Investor Profile Tool

Never go into another client or prospect meeting unprepared again! 

With Spectrem's Investor Profile Tool, you can quickly profile investors to better prepare yourself for your meeting.  

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DC Participant Insight Series: Using Social Media and Mobile Technology in Financial Decisions 2017

Defined contribution plan participants are active users of both mobile technology and social media.  It is important for retirement plan providers and advisors to recognize this and incorporate usage of these tools into their marketing and customer service strategies.  With current usage of both social media and mobile technology highest among Millennial participants, continued rapid growth is assured.  

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Get Up to Speed With Investors in Information Technology

When people hear the initials “I.T.”, they don’t immediately think of the words they represent – which are “Information Technology”. Instead, they think of the person (usually a man) who is called when something goes wrong with the computer system at work.

 

However, Information Technology includes all of those people who run the companies that produce the computers and the software that supports those computers, as well as the thousands of very successful corporate executives and managers who run social media firms like Facebook, Twitter, Snapchat and others.  

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