cpa wealth advisor survey

early results show double-digit growth.

by 卡塔尔世界杯常规比赛时间 research

the financial awareness foundation has teamed up with 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.

here’s the link:

early results show more cpa wealth advisors are expecting double-digit growth in 2019—despite a  higher percentage expecting further market corrections and possible recession.

trump tariffs (and retaliation) policies are now the no. 1 thing keeping advisors up at night.

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 confidence and 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.