Survey Profile

Retired Investors worry about their health, and issues that will impact their nest egg. Non-Retired Investors are more focused on their financial goals and managing any event that will prevent them from retiring when they would like. Financial providers and advisors play a key role for both populations but in a significantly different way.

Spectrem newest Perspective will help you address a number of issues including:

• What their life issues are and how you help Investors overcome these challenges
• When do Investors prefer to use an Advisor and why
• What role does planning play in the retirement process
• How wed-based solutions and social media are utilized

Learn about these issues and more from Spectrem’s 2010 Working with Retired Investors based on research with Millionaire and Ultra High Net Worth Investors. We delve into two Investor Categories:

• Not Retired: This includes those Investors who are still working and is self-determined.
• Retired/Semi-Retired: This includes Investors who consider themselves retired or semi-retired.

Inside this Report:
Click here to view the Brochure (Description, Table Of Contents, Sample pages)