The Million Dollar Round Table
Significant character perception gap between clients and advisorsPosted by RJ and Makay on Jul 19, 2011 |
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There is a significant gap between how advisors rate themselves and how they are rated by clients, according to a new survey by The Million Dollar Round Table (MDRT). The MDRT Financial Harmony Study surveyed U.S. consumers and financial advisors to measure perceptions and attitudes among consumers of financial products and services and their financial advisors.
