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

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.

Understand how clients use social media and how they can best be reached using those platforms. Gain insights into preferred platforms and consumption behavior. 

Explore how investors have their assets allocated and their expected future investment selections. 

Interest rates are expected to remain low for some time into the future. Understand how that impacts the opinions and concerns of your clients regarding retirement.