Survey Profile

The current financial crisis has had a dramatic impact on America’s millionaires, reducing their net worth substantially and threatening their ability to maintain both lifestyles and retirement plans.  While they blame the government and Wall Street directly for the situation, many millionaires are not happy with their advisors’ performance and few say they will increase the work they give to advisors. Indeed, just 36% of millionaires feel their advisor performed well during the crisis and only 14% say they will increase their use of financial advisors in the future. How should advisors react?

Spectrem’s newest Advisor Booklet, Retain Your Clients During the Economic Crisis will help you design a strategy to preserve your existing client relationships, and provide the best service for new clients in the near future.

• Investor Confidence Post Economic Crisis (NEW)
• Communicating Effectively with Plan Sponsors and Participants (NEW)
• Retain Your Clients During the Economic Crisis
• UHNW Professionals
• International Investing
• Capturing High Balance IRA Rollovers
• Affluent Women and Financial Decisions
• Communicating Effectively with Investors
• 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