Converting Self-Managed Investors - A Spectrem Group Market Insights Report
There are two types of investors in the world, those that use an advisor and those that don’t. Understanding how these investors make decisions and behave is key to determining if they
can be converted into a client.
This report examines self-managed investors and uncovers what makes them tick. Spectrem research has uncovered 5 ways that self-managed investors could be converted into advisor-utilizing clients.