Survey Profile

Monday, May 4, 2:00p.m. CST - SpectremAdvisor.com Webinar: Affluent’s Perception of Wealth Management

• Does the affluent investor find the term "Wealth Management" appealing?
• Do they see themselves as rich enough to hire a wealth manager?
• If you are using this term, are you providing the services and products of a wealth management provider?
• Which financial service provider types are perceived to be the most or least equipped to satisfy the affluent investors' wealth management needs?
• What is the preferred fee structure?

Many firms use the term wealth management to describe themselves. If you do, webinar Affluent's Perception of Wealth Management will ensure you understand the pros and cons of the term and how you should position your service. If you do not, there are great insights into what affluent investors expect from their advisor.

Join George Walper, President and Catherine McBreen, Managing Director, on May 4, at 2:00p.m. CST for a SpectremAdvisor.com Webinar entitled, Affluent’s Perception of Wealth Management.

The Webcast will run approximately one hour and will include a question and answer period. The cost of the Webinar is $195.

Please contact Sarah Vogel or call 312.454.3361 if you have questions.