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

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. 

Accessing and properly leveraging centers of influence is critical for growth in the Wealth Management Industry.