From the survey, we learned where advisors went the extra mile, what their clients valued most, and whether or not the advisors are getting new business. The survey gave us important insights into the state of today's financial advisors and how they are adjusting their businesses in these uncertain times.
A PDF of the Special Report is available now. In addition to the official survey results (in the field in September/October, 2020), we added a page with the Live Poll results from the November 12, 2020 webinar that was hosted by RIA Channel, which we think is helpful in seeing how the landscape has changed for independent advisors.
Click here to download the PDF and access the webinar replay, which features comments from Bob Veres of Inside Information, Shannon Stone, CFP, of DHR Investment Counsel, Heather Kelly of Allianz Life Insurance Company of North America, and Marie Swift of Impact Communications.
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