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Chart Talk: The latest Gallup polling shows Americans remain positive about market, mixed on economy; those who believe the economy is improving dropped below 50% this month. Relatively few are satisfied with the direction of the country.
This year, what advisors wanted to see most was how much other advisors were making—and charging! They also checked in to statistics on the odds they’d need long-term care, prospecting savvy, and what makes clients kick their advisor to the curb.
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With Debra Taylor, CPA/PFS, JD, CDFA
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