MDRT Survey Shows More Focus on Understanding Finances
December 28, 2021 by Charles K. Hirsch, CLU
MDRT Survey Shows More Focus on Understanding Finances YouGov conducted a recent study of more than 3,000 United States adults, with an eye to gauging their economic outlook since the COVID‐19 pandemic has forced so many people into a position of re-examining their financial situations and better understanding the decisions they’ve made and better strengthening their financial positions from this point forward. A summary of the report highlighted in a November 2021 press release showed that 64% of respondents with a financial advisor report having intermediate or advanced financial knowledge compared with the 24% of individuals who have never had one. That is crucial to know, because as a new year approaches, your prospects may find that partnering with a competent financial advisor can help them gain the knowledge they both need and are looking for as they develop and implement their investment goals. |