Wealth Market Reports

How Advisors Can Increase Referrals and Satisfy Clients

Investors identify how their advisor relationship will evolve as they assess the past 12 months of turmoil.  Will they require more advice or less?  How satisfied are they with their advisors during the market volatility of 2020?  What services are lacking from their advisor.  How will the pandemic redefine the client-advisor relationship including communication methods.

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224-544-5195 or Kathy Dordick at kdordick@spectrem.com.