The current economic and financial environment has left wealthy investors confused and looking for leadership to navigate them through these times. Spectrem's Voice of the Investor Series is built from our on-going research with investors and provides advisors with the necessary roadmap to ensure they are prepared to take this leadership role to make an impact on the lives of their clients.
Each publication will answer key questions such as:
- Which sales and marketing tactics resonate with investors?
- How to ensure client meetings accelerate your revenue growth?
- What wealth management services doe clients really desire?
- What mistakes advisors make that cause clients to switch advisors?
$15,000 to purchase a single copy of all publications.
For more information or to purchase, please contact;