Survey Says Consumers Often Reluctant to Seek Professional Help

September 2008
Journal of Financial Planning;Sep2008 Practice Management Solutio, p24
Academic Journal
The article discusses the results from a survey which discusses the opinions investors have regarding financial professionals. Financial professionals which were most likely to be used by investors include insurance agents, personal bankers and accountants. Changes which occurred between 2003 and 2006 in regards to the type of financial professionals investors seek advice from are discussed. Possible reasons for the change in people's actions regarding the financial personnel they hire are discussed, including changes which have occurred to tax laws and people not planning for their financial futures.


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