What do investors really want?

•    83% say it’s important for their advisors to help them stay calm when markets drop.
•    92% want help maintaining a long-term investment perspective.
•    80% want an ongoing understanding of new tax issues.
•    63% want cutting-edge investing strategies.
•    69% say it’s important for their advisors to hold voluntary certifications in addition to required licenses and registrations.
•    82% want their advisors to meet a rigorous set of standards to be certified.
•    72% prefer that the credential is issued by an objective, nonprofit, third-party certifier.
•    85% say an advisor should lose his credentials if he fails to meet ethical standards.

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