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SpectremAdvisor Best Practices in Client Management
Online Presence More Important Than Ever Print E-mail
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Best Practices in Client Management
internet.jpgMany websites are interactive in the sense that they allow their clients to pay bills, view account balances, or communicate with their provider or advisor. With the Internet playing a larger role in financial institutions product and service make-up, it is becoming increasingly important to understand ways by which companies may better tailor their websites to meet client’s needs.
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How do the HNW feel about the term Wealth Management Print E-mail
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Best Practices in Client Management
elderly_couple_in_park_.jpgThe term “Wealth Management” is a phrase frequently used in the marketplace. Financial services providers have a variety of Wealth Management services that target HNW Investors. These services vary by providers. But what does Wealth Management really mean to HNW households and do they find the term “Wealth Management” appealing?
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Keeping Client Loyalty During Uncertain Times Print E-mail
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Best Practices in Client Management

cover_picture_.jpgDeveloping loyalty among customers should be the goal of all financial institutions, and that goal is particularly challenging during uncertain market swings or times when clients might be losing money.

Loyal clients are more apt to respond to up selling or cross-selling activities, are more likely to forgive mistakes or poor investment performance, and guarantee a steady flow of business rather than a constant requirement to bring in new customers.

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Now is the Time for Advisors to Invest Print E-mail
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Best Practices in Client Management
hand_shake.gifOverall investor sentiment is at its lowest point since February 2004, as measured by the monthly Spectrem Affluent Investor Index (SAII) ® and Spectrem Millionaire Investor Index (SMII)®. This is not surprising; however this negative outlook will ultimately affect the relationships individuals have with their advisors.
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How Do Investors Learn about Fees Print E-mail
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Best Practices in Client Management

wealthy_reallocate_assets_as_the_crisis_continues.jpgIn recent years, there has been growing discussion about the level of fees charged to investors. This is attributed, in part, to increased regulatory and investor scrutiny. In addition, the proliferation of discount brokerage firms has arguably helped shed some light on the relative levels of various types of hidden fees, such as trading fees and mutual fund loads. It’s no question that fees can offset portfolio returns to some extent, but where are investors getting their information about fees?

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How the Wealthy Invest Now

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From the Get Rich at the Millionaire Corner Podcast series.
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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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