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.