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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