Spectrem's Millionaire Corner Membership 

A benefit for CPA/PFS credential holders 

Spectrem Group is offering CPA/PFS credential holders a 20% discount off their Millionaire Corner membership with tools to attract and communicate with high net worth investors.

Sign up to obtain your 20% discount!  (Please note you must be a CPA/PFS to access)






The annual membership includes the following:

Prospect Generation Tool

  • A detailed profile on the Millionaire Corner website that attracts a high volume of high net worth investors
  • A professional grade video on the profile promoting your firm
  • Listing in a advisor database searchable by state, designation and specialty


Client Satisfaction Survey

  • Manage your practice by gaining insight into client satisfaction levels and service perceptions
  • Benchmark against advisors nationwide


High Net Worth Newsletter Subscription

  • Better understand trends and attitudes of HNW investors


For more information, go to Spectrem’s Millionaire Corner.  


For additional information on becoming a CPA/PFS credential holder, visit our overview page.

 




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