Spectrem Group

Voice of the Investor: Spectrem Group is a market research and consulting firm specializing in the affluent and retirement markets.

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Where are investors putting their money? Checkout our latest Investographic!
For more information click here! https://t.co/o886hXvHAW

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How Will the Affluent Investor Vote?
Full story - https://t.co/WYNPabQRiY

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Click the link for more information.
https://t.co/POvVfao02I

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Know more about America's Wealthiest Investors https://t.co/BH1Tc65PUf

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Convincing Clients to Consolidate Assets - While there are some investors that will never consolidate their assets with just one firm, there are some surprising opportunities available for those advisors who will “Just Ask” their clients to do so.
https://t.co/Bdg261Xv1i

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Are financial worries eliminated when investors reach a net worth in excess of $5 million? Do these Ultra High Net Worth (UHNW) investors not have personal concerns as a result of having that level of wealth? Read the full article here.
https://t.co/ApkJUr2HVq

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Top Seven Information Sources for Investors! Checkout this Spectrem Group Investographic!

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How Do You Measure Up? Compare your client satisfaction levels to firms similar to yours with Spectrem Gauge! Click the link for more information! https://t.co/SgQXi9yyvf

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Receive a complimentary copy of Spectrem’s in-depth report Educating Millionaires just for scheduling a call to learn more about our Voice of the Investor Series. Contact us today! https://t.co/FXRJSfflVY

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Spectrem’s Voice of the Investors Series provides Advisors with the necessary roadmap to ensure they positively impact the lives of their clients in the current economic and financial environment.
https://t.co/Py1CgKeTjd

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Checkout our latest Investographic, "Most Important Variables in Retaining an Advisor"
https://t.co/qgbXjHK57l

[Spectrem Group @SpectremGroup]

Service Gaps Among America's Wealthiest Investors
Are their financial needs being met? Check out our latest Investographic!
https://t.co/JmaYrrkn3M

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ESG continues to be a hot topic in the financial industry. Spectrem Group’s “ESG and Social Investing” is a guide to understanding investor attitudes towards this investment option, areas of focus, and preferred ways to be educated regarding ESG options.
https://t.co/nL4cxXkUhp

[Spectrem Group @SpectremGroup]

Spectrem Group’s new report “Evolving Investor Attitudes and Behaviors” directs financial advisors on what needs to be done to secure the next generation of wealth as clients.
https://t.co/POvVfao02I

[Spectrem Group @SpectremGroup]

Popular industry belief is that investors do not understand the fees that they are being charged. Our research reveals that investors do understand the fees they are being charged, and the types of fees they are charged impacts investor satisfaction.
https://t.co/tfrdV5eA0j

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Spectrem in the News: Millennial millionaires are delaying home, car purchases due to inflation | CNBC
https://t.co/eY2iZPB6LQ

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Spectrem In the News: 10 Estate Planning Steps Wealthy Investors Might Be Missing | ThinkAdvisor

https://t.co/iY3nkVbFYf

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Investors continue to be impacted by the declining stock market and rising inflation. Over a third of Millionaire investors are not at all confident that the Fed can manage inflation. A CNBC article highlighted some of the changes Millionaires are making.

https://t.co/7xg2s7m3vA

[Spectrem Group @SpectremGroup]

Gen Z is just beginning to join the work force and will be the investors of the future. Understanding what drives them at a young age will allow financial advisors and providers to develop the products and services that will attract a new generation.
https://t.co/CDTucNkDwT

[Spectrem Group @SpectremGroup]

National and international events have had a significant impact on investors over the past few years. Understanding this impact and investor behavior is critical for firms wanting to work with wealthy investors.

Contact us for more information! https://t.co/POvVfao02I