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SpectremAdvisor Best Practices in Client Management
Move into a New Market: Affluent Professionals need your help! Print E-mail
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Best Practices in Client Management

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Ultra High Net Worth professionals make up about 20% of UHNW households (defined as have a net worth, not including the value of their primary residence, of at least $5,000,000), per Spectrem Group research. These highly educated investors are experts in their field and their investment-related attitudes and behaviors differ significantly from their affluent brethren, as do their expectations of and relationships with their advisors. 

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Religious, Education and Social Service Top Affluent Charitable Giving Print E-mail
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Best Practices in Client Management

Affluent Charitable Giving.gifSpectrem’s Perspective Lifestyles of the Rich, shows that the affluent already know the benefits of giving close to home. Thirty percent of affluent charitable dollars go to religious organizations or churches, which are conventional ways to strengthen communities from within, while 17% of charitable dollars go to social service organizations or education.

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Rich Professionals Need Help Print E-mail
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Best Practices in Client Management
rich_professionals.jpgWealthy professionals make up about 20% of Millionaire households. These highly educated investors are experts in their field and their investment-related attitudes and behaviors differ significantly from other millionaires, as do their expectations of and relationships with their advisors.  
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The Millionaire Woman: How is she different? Print E-mail
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Best Practices in Client Management

Millionaire Woman.jpgMillionaire Woman has changed. Today’s millionaire woman is educated, employed and in control of her finances. How does she stack up against millionaire men when it comes to her financial life and creating a personal financial strategy?

 

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Myth vs. Reality: Women and advisors Print E-mail
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Best Practices in Client Management

affluent women loyal to advisors.gifMyth: Affluent women are loyal to their advisors.

Reality: Affluent women are more likely to leave their advisor than men.

Spectrem research shows that women are cautious investors, and are less likely to be self-directed than men. They are also more likely than men to switch advisors when displeased with service.

 

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Most Popular Report

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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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