case study

Spectrem Group: Voice of the Investor

Spectrem Group, a research company that monitors sentiment among wealthy investors and focuses on the advisors who serve them, has worked closely with WCG for more than a decade to elevate awareness of their research studies using earned media coverage.

Media stories annually
10 m
Impressions monthly

The Challenge:

For over 25 years, Spectrem Group has been a leading market research and consulting firm specializing in the financial services and investment industries. They needed to broaden awareness among financial services companies and financial advisors about Spectrem’s unique insights gathered through research into the mindset and needs of wealthy American investors.

Our Solution:

Our program includes regular media outreach surrounding new studies that measure evolving investor sentiment. Spectrem’s reports are seen by financial journalists as a meaningful source of critical data about the shifting mindset of wealthy investors and how new generations of wealthy families are looking differently at their investments.

The Impact:

Spectrem Group is named in more than 4,000 media stories each year, with projected media impressions exceeding 10 million per month. Spectrum Group’s principals have been widely quoted in top-tier financial media, including The Wall Street Journal, The Financial Times, CNN Money, CNBC, Fox Business News, Reuters, Dow Jones, Bloomberg News and Worth. This program has made Spectrem a widely known thought leader among reporters who cover stories about the markets and investing.

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