FKC Newsmaker Interview: Catherine S. McBreen (March 5, 2007)
Submitted by farrell kramer on Mon, 03/05/2007 - 3:00am.
Catherine S. McBreen is managing director of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets.
In a new report, "Affluent Household Financial Decision-Making," Spectrem finds that affluent men and women do not see eye-to-eye on just who makes the family's financial decisions.
Spectrem reports that while 56% of affluent men say husbands make these decisions, just 20% of women agree. Meanwhile, the majority of affluent women (61%) say financial decision-making is a joint effort. McBreen discusses these findings in detail during the interview.
For more information on podcasts seen on this site, please contact the company or individuals interviewed. See disclaimer here.
FKC Newsmaker Interview: Catherine S. McBreen (October 18, 2006)
Submitted by farrell kramer on Wed, 10/18/2006 - 2:00am.
Catherine S. McBreen is managing director of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets.
Spectrem recently released a study titled "Affluent Women." The study found that seminars, newsletters and website features offered to affluent women by their financial advisors have not been well-received. Seminars, for example, were rated as poor by 35% of the affluent women surveyed.
McBreen discusses these findings in detail during her interview, as well as talking broadly about the needs and preferences of affluent women.
For more information on podcasts seen on this site, please contact the company or individuals interviewed. See disclaimer here.
FKC Newsmaker Interview: George H. Walper, Jr. (June 21, 2006)
Submitted by farrell kramer on Wed, 06/21/2006 - 2:00am.
George H. Walper, Jr. is president of Spectrem Group, a strategic consulting firm specializing in the affluent and retirement markets.
Spectrem recently released a report titled "Brand Loyalty vs Advisor Loyalty: How to Change the Loyalty of Affluent Investors." It found that 55% of affluent investors would follow their advisors if they were to leave and join a new firm. That number is as high as 71% when the advisor is a financial planner.
In his interview, Walper discusses these findings along with other conclusions the report draws about affluent investors and advisor loyalty.
For more information on podcasts seen on this site, please contact the company or individuals interviewed. See disclaimer here.
