Initial findings from our 2019 Wealth Advisor Confidence Survey™ indicate that independent wealth advisors remain confident about their
growth prospects despite significant headwinds across the economic, political,
tax and investment landscape.
Our
confidential online
survey will be open for another week or so if you’d like to see how you
stack up to your peers in terms of growth prospects, service offerings, client
communication channels used and factors keeping independent advisors (and their
clients) up at night. Give us 5 minutes of your time and we’ll rush you a
12-page pre-publication copy of the report. Here’s a link to the survey
https://www.surveymonkey.com/r/6GNK92J.
Here’s a sneak preview of
the findings:
As was the case in 2018, nearly half of
advisors (48%) expect their firms to grow by double digits in 2019 and five out
of six respondents (85.4%) expect to grow at some level in 2019, (up from 82.4%
in 2018). The survey, being conducted by The Financial Awareness Foundation in association with HB
Publishing & Marketing Company, LLC finds
that most advisors (95.9%) expect at least one more stock market correction of greater
than 10‐percent in 2019, (up from 82.3% at this time a year ago). Further,
three in five respondents (59.5%) say a recession is “somewhat” or “very”
likely to occur within the next 12 months. That’s nearly twice as many who
feared a recession (32.9%) at this time a year ago.
The survey will be open for another week or so. Please share the survey with a
qualified colleague
https://www.surveymonkey.com/r/6GNK92J.
Again, it takes just 5 minutes to complete the survey
and we’ll be happy to rush your
colleague a pre-publication copy of the findings.
Thank
you for your cooperation. Best, HB and Val
Hank Berkowitz, MBA, MA,
Principal, HB Publishing &
Marketing Company LLC
Valentino Sabuco, CFP®
Executive Director &
Publisher, The Financial Awareness Foundation
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