New CPA/PFS benefit! 20% discount on Spectrem's Millionaire Corner


Spectrem Group is offering CPA/PFS holders a 20% discount on Millionaire Corner membership with tools to attract and communicate with high-net-worth clients. The membership includes a detailed profile with a customized video on the group's website, which attracts high volumes of high-net-worth individuals. In addition, participating members will receive a subscription to the High Net Worth Newsletter, a listing in a searchable adviser database by specialty, and a client satisfaction survey from Spectrem to help you gain insight into client satisfaction levels with benchmarks against advisers nationwide. Learn more.

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