MDRT Survey: Americans Ready To Prioritize Finances : vimars

MDRT Survey: Americans Ready To Prioritize Finances


MDRT Survey: Americans Ready To Prioritize Finances
2020 was a year of chaotic change in America: the COVID-19 pandemic, its resulting recession, an adjustment to work-from-home life and more. After a year of re-learning and reflection, Americans want to take advantage of the new year by making intentional changes to their personal finances.
A recent study of more than 2,000 U.S. adults, conducted online by The Harris Poll on behalf of MDRT, found that 53% of Americans say their top New Year’s resolution was going to be related to their finances. As American society faces an undetermined future, financial advisors have a new opportunity to boost services for existing clients and prove their value to financially underserved consumers.

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