A package of Spectrem publications that fits your business strategies and allows you to stay connected to the needs of your wealthy clients.
We designed the Wealth Spectrem to meet the strategic needs of firms similar to yours.
Accelerate your revenue growth
Ensure you are providing the appropriate services to your wealthy clients
Understand the products and services clients expect from your firm
Create powerful marketing and sales presentations utilizing Spectrem data
Educate your staff
Wealth Spectrem Subscription Package
Wealth Market Overview Reports
High Net Worth Insights Journal
Our monthly newsletter of in-depth articles for financial professionals who serve wealthy investors. Written to assist in servicing clients and growing revenue streams. Provides a pulse on how clients are investing and reacting to world markets and events via results of Spectrem’s Monthly Affluent and Millionaire Investor Confidence Index®.
Available in PDF format, or as an online, interactive version
Annual Market Insights
Spectrem’s Annual Market Insights provides an update on the size of the wealth market along with key findings from a number of Spectrem’s publications.
Executive Team In-Person Strategy Session
Senior Spectrem Executives will meet with your management in person to discuss key trends in the wealth market and the potential impact for your company.
Travel expenses are invoiced to the client.