Learn which characteristics and methods are most important to consumers when choosing a financial professional.
![](/siteassets/research/research-abstracts/2023/choosing-a-financial-professional-consumer-perceptions/0956-2023-featureimage-694746678.jpg)
Erin Bowler, MBA 11/13/2023
Learn which characteristics and methods are most important to consumers when choosing a financial professional.
LIMRA surveyed consumers to understand their preferences when choosing and working with a financial professional. Important characteristics and the value of a holistic approach were explored. Below are some of the key questions explored in the study: