It's that time of year again when Senior Market Advisor begins to compile and then publish its annual Senior Survey. We have a rough draft in the office that we're analyzing before releasing it to you. An interesting finding in our initial analysis: trust is key.
In the course of the survey, which was conducted for Senior Market Advisor by the Boomer Project and its associated partner, the Southeastern Institute for Research, more than 300 adults aged 60 and over and with median assets of $445,000, were asked what they look for in an advisor.