The Annual Wealth Advisor Confidence Survey – 2020
Greetings and Happy Holidays,
The following is for Wealth Advisors
We are once again doing a brief online survey of leading wealth / financial advisors and industry thought leaders to gauge their confidence levels for 2020 and their ideas on how to improve financial awareness and financial literacy for all. The survey is being conducted by us, The Financial Awareness Foundation, in association with CPA Trendlines and HB Publishing & Marketing Company, LLC.
As a financial service professional / wealth advisor please take this important survey.
Below is the link to the survey. It should take about 5 minutes to complete. If the link doesn't work for you, you can cut and paste the following URL to access the survey.
https://www.surveymonkey.com/r/92JMDHC
Your insights will help understand the opportunities and concerns of today's wealth / financial advisors, their thoughts on the Market Cycle and on the best ways to improve financial literacy for all. All individual responses are kept STRICTLY CONFIDENTIAL.
What's in it for you and your colleagues?
- A PRE-PUBLICATION SUMMARY of our findings within two weeks of survey closing.
- Advanced insights about your peers economic confidence level and opportunities.
- Successful client communication and retention techniques.
- Best of class ways to help improve overall financial awareness & financial literacy while increasing your business.
- Help improve financial awareness & financial literacy for all while making this a better world.
Thanks in advance for your cooperation and support and all you do.
Have a nice holiday season and and wishing you all the very best,
Valentino Sabuco, Executive Director
The Financial Awareness Foundation
www.thefinancialawarenessfoundation.org
A 501(c)(3) Nonprofit Dedicated to Significantly
"Improving financial awareness & financial literacy..."
Having better personal finance knowledge changes your world and the world around you... FOREVER!
Having better personal finance knowledge changes your world and the world around you... FOREVER!