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Survey: Wealth Advisors Most Optimistic; CPAs the Least
- by: Hank Berkowitz
- July 10, 2021
No CommentsAs we prepare to release our 5th annual CPA/Wealth Advisor Confidence Survey™ to the media and general public, this much is clear. Financial advisors of all stripes have never been busier. But tons of billable hours and ample referrals don’t necessarily translate into satisfaction. First the good news: Four in five survey respondents (81%) told