Professional Profile Series
Gain insights in how to sell to and service these affluent investor segments.
Professionals undergo years of schooling and tens of thousands hours of rigorous training and testing to attain their expertise. But being an expert in medicine, law or accounting does not necessarily correlate to being an expert in financial planning and investing. For these services, Professionals turn to those in that specialty - financial advisors. They expect their financial advisors to be as knowledgeable about investing and financial planning as they are in their own area of expertise.
Spectrem's Professional Profile Series will allow financial providers and advisors to effectively service and prospect wealthy professionals.
Why should you purchase this report?
- Uncover the financial challenges and concerns that are unique to doctors, lawyers and accountants. How do they expect their advisor to help them meet these challenges and address these concerns?
- Boost your understanding of how and when they want to communicate with advisors and providers.
- Discover how they have their assets allocated. What is the makeup of their portfolios? What do they consider to be the main objective of their portfolio?
- Uncover their biggest personal concerns.