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A recent study conducted by Wealth Management IQ, in partnership with United Planners Financial Services, unveils both high satisfaction levels and areas ripe for improvement in financial service partnerships. Advisors express contentment, yet voice concerns over tech support, cybersecurity, and continuity planning.
Some of the key findings include:
- How satisfaction with partners correlates with size and ownership
- Areas of concern in tech and cybersecurity
- When continuity planning is crucial
- How attention to detail drives good service
Download the report to learn more.
