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SpectremAdvisor Best Practices in Client Management
You are not likely to change advisors, But if you are, ask someone you trust. Print E-mail
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Best Practices in Client Management

The overwhelming majority (85%) of the affluent do not plan to change advisors within the year. This is supported by a Spectrem study (Sept. '06 issue) that shows an equal percentage of the affluent consider themselves “very loyal” people. This high degree of loyalty holds equally true for men, women, all age groups surveyed, and for all affluent income levels.

 

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Myth vs. Reality: Does bigger equal better for investors? Print E-mail
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Best Practices in Client Management

myth_vs_reality.gifThe Myth Affluent investors want to work with large, well established financial service firms.

The Reality The notion that bigger is better does not necessarily apply to Affluent investors regarding the financial firms they work with. Affluent investors ($500K+ investable assets) differed in their preferences, depending on their age and occupation.

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Myth vs. Reality: Advisor Track Record Most Important? Print E-mail
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Best Practices in Client Management

myth_vs_reality.gif

 

 

 

Myth: When choosing a new advisor, investment track record is far more important than any other criteria.

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Business Owners Have More Complex Financial Needs Print E-mail
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Best Practices in Client Management

article_business.jpgThere are several pervasive myths that surround owning your own business; one being that investing everything back into the business is a good way to build wealth. 

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Affluent Household Financial Decisions Making Print E-mail
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Best Practices in Client Management

How does your family compare in decision making?

  
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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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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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