MMI Members,

You are invited to take part in a Spectrem Group Research Study Group.

In light of all that has occurred in the financial services industry since the beginning of the economic crisis, and due to the ever-changing attitudes and behaviors of investors from all across the country, Spectrem Group is pleased to present its first annual Research Study Group.

The Yale Club of New York City
February 24, 2010

The economic climate has caused many firms to cut back on costs and tighten spending policies over the past 18 months, and a number of Spectrem’s clients have not been able to subscribe to the research studies that they had been used to utilizing in previous years. With this in mind, Spectrem has created a research study group that will bring together those in our business who would like to learn about the key findings and financial trends of the investors that represent Spectrem’s Wealth Segmentation Series.

This research study group will cover the Mass Affluent, Millionaire, and Ultra High Net Worth households; and will highlight the differences among each segment regarding such things as purchasing behaviors, risk tolerance, advisor usage, and perceptions of providers in the financial services arena. It will give those who have not had the opportunity to read Spectrem’s In-Depth research studies on these segments the chance to see some of the issues and challenges that these affluent households currently face.

  Spectrem's Research Study Group Invitation (516.8 KiB)

Not only will Spectrem be presenting key findings over the course of an afternoon, but this study group is also a great opportunity to network with peers in the industry. Additionally, Spectrem will be looking for feedback from MMI members to try and see what new topics and issues you would like to see addressed in the 2010 versions of these in-depth research studies. The deadline to sign up is Monday, January 25, 2010. To register online for the Research Study Group, click on the following link:

http://www.spectrem.com/ProductInfo.aspx?productid=ResearchStudyGroup

Please contact Randy Wostratzy (contact information below) if you have any questions about this event, and we hope you are able to join Spectrem in New York on February 24th.

Randy Wostratzky
Business Development Officer
The Spectrem Group
641 W. Lake Street Suite 402
Chicago, IL 60661
Phone: 312-454-3327
Cell: 630-508-1646
rwostratzky@spectrem.com