The Investor Profile Tool
Never go into another client or prospect meeting unprepared again!
Imagine you're preparing for a client or prospect meeting later today. This is your first meeting with this client. All you know is that she's a female doctors in her mid 40s with children.
Now imagine being able to quickly pull profile information on the average female client in her mid 40s with children. How are assets typically allocated? What are the top personal concerns of which an advisor or provider should be aware?
With Spectrem's Investor Profile Tool you can quickly profile investors to better prepare yourself for your meeting. View wealthy investor attitudes and behaviors right at your fingertips.
The Investor Profile Tool is presented via Spectrem's Visual Analytics - a data visualization tool that presents research results in the form of dashboards based on like topics.
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Pricing is per license. For group pricing, please contact us at 224.544.5353.