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.

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.

In order to understand how investors are feeling about their investments and their financial advisors post-Corona crash, Spectrem is conducting primary research during the month of May. 

Market Insights is an indispensable tool for providers and advisors that profiles the state of the market and how investor demographics, preferences and behaviors have changed in today's economic environment. 

In order to understand how investors are feeling about their investments and their financial advisors post-Corona crash, Spectrem is conducting primary research monthly from March-May 2020 with more than 1,000 investors.

Investors with a net worth in excess of $25 million are one of the most sought-after clients in the financial services industry. These individuals need very unique and specific guidance and

Trust in a client relationship is challenged when the client does not understand the value of your fees.