Wealth Advisor Confidence Survey 2018-2019 a joint initiative of The Financial Awareness Foundation, CPA Trendlines and HB Publishing & Marketing Company, LLC
Wealth Advisor Confidence Survey 2019
The Financial Awareness Foundation has teamed up with CPA Trendlines, HB Publishing & Marketing Company, LLC and other financial associations to gauge the sentiment of independent financial planning and wealth advisory firms after the first two years of the Trump Presidency.
We sincerely appreciate your participation in this confidential survey. Your results will arrive within 2 weeks of completing this survey. Rest assured that your responses will be kept in strictest confidenceand final results will be published on an anonymous aggregate basis only.
Thanks again for your participation. Later in 2019, findings will be presented at the Accounting & Finance Show-NYC and in various national financial media outlets.