Wealth Market Insights

Developing Client Loyalty

Retaining existing clients and building their trust and loyalty is as important as attracting new clients for financial advisors and financial service companies.  This report focuses on how advisors can retain clients and develop loyalty, and reduce attrition in the process. 

Use of Online Tools

Are you engaging your clients online with what they want, when they want it, or will they find the answers they seek elsewhere?  This report explores how investors would like to interact with you in a digital world, which online tools they need, how they use providers' websites and their increasing use of social media to interact with each other and their advisors.

2011 Annual Affluent Market Insights Report

Spectrem's annual compilation includes: Key Findings, Investor Attitudes, Market Opportunity, Investor Profile, Financial Attitudes and Behaviors, Product Usage, Relationship with Advisors, The Involved Investor, and the Opinions of Financial Providers.