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In a world of economic uncertainty, continued high interest rates and inflation, and a looming recession, Americans are looking for answers to their financial questions. More times than not, financial advisors are the chosen group or go-to knowledge experts to help with looming uncertainty.

A new study from eMoney Advisory (Looking Back to Look Forward: A 2022 Recap) shows consumers want personalization, peace of mind and the ability to act. They also need/want advisors to factor in all aspects of their lives – meaning getting into the numbers, their personal situations and making them feel seen and heard.

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