Are Planners Unprepared for More Clients?…

November 2007
Journal of Financial Planning;Nov2007, Vol. 20 Issue 11, p12
Academic Journal
The article discusses a survey of independent financial planners indicating that they are unprepared to handle more clients. The survey by Curian Capital LLC found that 83 percent of financial planners said that obtaining new clients who better match their services is their largest concern, although 60 percent of them do not have a service model in place that would allow them to add a large number of new clients. A majority of respondents have not examined criteria to determine which of their clients are profitable for their business.


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