Wealth Spectrem

A package of Spectrem publications that fits your business strategies and allows you to stay connected to the needs of your wealthy clients.

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We designed the Wealth Spectrem to meet the strategic needs of firms similar to yours.

Accelerate Growth

Accelerate your revenue growth

appropriate services

Ensure you are providing the appropriate services to your wealthy clients

Understand

Understand the products and services clients expect from your firm

powerful marketing and sales presentations

Create powerful marketing and sales presentations utilizing Spectrem data

Educate

Educate your staff

Wealth Spectrem Subscription Package

Wealth Market

Wealth Market Overview Reports

  • Investor Attitudes and Behaviors
  • How Advisors Can Establish Deeper Client Relationships
  • Where Investors Go To Gather Information 
  • Perceptions of Providers and Investor Preferences 
  • Investor Behavior and Digital Technology
  • Portfolios and Asset Allocation
Accelerate Growth

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

Accelerate Growth

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.

Accelerate Growth

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.