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Holiday Optimism and Economic Confidence Buoy Indices Upwards Print E-mail
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Spectrem Affluent Index - Articles

index_up.jpg Spectrem Millionaire Investor Index (SMII)®  

Millionaires gained much confidence about the economy, pushing the index higher.

index_up.jpg

 Spectrem Affluent Investor Index (SAII)®   

Affluent gained confidence in the economy, pushing their index higher, in a move mirroring the Millionaire Investor Index.

Read More.......... [Holiday Optimism and Economic Confidence Buoy Indices Upwards]
 
September 2007: Economy a Concern Print E-mail
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Perception of Issues - Articles

Most Serious Threat to Achieving Your Household's Financial Goals at This Time (September 2007)perception-chart-1.gif

 
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September 2007: Rises, but economic concerns still abound Print E-mail
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Affluent Household Outlook - Articles

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How "Plugged in" Are the Affluent? Print E-mail
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HNW Advisor Articles
iphone.jpgEveryone knows about Google, right? Okay, sure but how about Facebook? Twitter? LinkedIn? And those crazy-looking Bluetooth headsets? Who uses those? Wait, what is “Bluetooth”, exactly? Do you want that? And RSS? It sounds like a syndrome. What will it do for me?
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Responsiveness Key to Client Loyalty, Not Gifts Print E-mail
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Best Practices in Client Management
It certainly helps to generate superior returns on investments, but financial advisors can impress their affluent clients even more by responding to calls promptly and providing an alternate contact person when they are not available.  With affluent clients, responsiveness is directly related to perceptions of quality service and competence.   
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Spectrem’s Advisor Insight Series

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NEW! Ten Critical Recommendations for Independent Advisors Post-Madoff
. Affluent Market Insights 2009 NEW!
. Retirement Market Insights 2009 NEW!
. Retain Your Clients During the Economic Crisis
International Investing
UHNW Professionals
Communicating Effectively with Investors
Affluent Women and Financial Decisions
Capturing High Balance IRA Rollovers
Future Trends in Financial Services
Insurance Opportunities in the Affluent Market
Meeting the Financial Needs of the Business Owners
Privacy Concerns of the Affluent Investor
The Perfect Advisor: Hiring the Right Skills Sets
Tax Planning and the Affluent Investor
The Use of Financial Planning in the Affluent Market

 

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How the Wealthy Invest Now

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From the Get Rich at the Millionaire Corner Podcast series.
Click to listen now.

 

Wealth Facts...Not Guesses

spectrem_index_icon.jpgPulled from our monthly research, Spectrem's Affluent Investor Index® (SAII) and Spectrem Millionaire Investor Index® (SMII) gauge the investment outlook of households with more than$500,000 of investable assets and $1 million of financial assets.

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