During my routine morning practice of scanning the days’ headlines for news, I came across two surveys this week that held some interesting insights into what financial planning clients want from their advisors.
One poll, conducted by Chase, reported that 49 percent of affluent investors said they are extremely or very likely to work with an advisor over the next 12 months, while another 18 percent are somewhat likely to do so. These people have some cash -- respondents to the survey had household income of at least $100,000, and between $250,000 and $10 million in liquid assets. Hey, that’s good news for advisors.
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