A recent survey from MDRT, The Premier Association of Financial Professionals®, discovered the majority of consumers (69.2%) prefer in-person or hybrid communication methods with their advisors. Further, nearly half (45.5%) of consumers say additional in-person conversations(s) during periods of market volatility or financial stress would strengthen trust in their advisor.
A recent survey from MDRT, The Premier Association of Financial Professionals®, discovered the majority of consumers (69.2%) prefer in-person or hybrid communication methods with their advisors. Further, nearly half (45.5%) of consumers say additional in-person conversations(s) during periods of market volatility or financial stress would strengthen trust in their advisor.