Engaging Your Clients

May 2008
Journal of Financial Planning;May2008, Vol. 21 Issue 5, p12
Academic Journal
The article reports on ways to engage clients in the financial services industry. A study was conducted by Advisor Impact to be presented at the Financial Planning Association's Business Solutions Conference on engaged clients of financial advisers. 1,000 clients were surveyed with 33% of participants feeling they were engaged, 30% feeling content in their adviser, and 17% unsatisfied. According to the study the advisers of those participants feeling content managed their finances as a family, were trustworthy, and provided comprehensive financial planning.


Related Articles

  • The Future of Client Communication: Drive Engagement, Create Differentiation. Littlechild, Julie // Journal of Financial Planning;Nov2014, Vol. 27 Issue 11, p26 

    The article discusses elements of an effective communication plan for financial advisers. Particular attention is given to defining a baseline level of client service, and examining how the communication process is evolving to create a more engaged client. The author's treatment is informed by...

  • CONSUMER DEMOGRAPHICS: Planner-Client Communication: Driving Satisfaction, Longevity, and Referrals Through Your Communications. King, Rebecca // Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, Special section p1 

    The article presents a study on planner-client communication conducted by newspaper "USA Today" and Financial Planning Association (FPA) Research Center in the U.S. It notes that the study signifies that communication enhances client's satisfaction and augments the probability that they will...

  • FPA Members Feel Stress, See Opportunity in Market Turmoil. King, Rebecca // Journal of Financial Planning;Jan/Feb2009 Practice Management, p29 

    The article discusses results of three surveys taken among members of the Financial Planning Association (FPA). An ongoing financial crisis has prompted planners to spend more time with their clients. Over 30% of planners say market volatility has increased their stress levels. Over 40% of...

  • A diverse bunch.  // BRW;9/6/2007, Vol. 29 Issue 35, p16 

    The article reports on the results of the latest member survey by the Financial Planning Association of Australia. Fifty-seven percent of the members think that the organization has improved in the previous year, but 40 percent believe there was no progress. Three percent claim that the...

  • Youth market boosts perception of advisers. Egan, Liam // Money Management;1/20/2005, Vol. 19 Issue 1, p5 

    The article reports that the Financial Planning Association's (FPA) Consumer Sentiment survey 2004 revealed that 51 per cent of all respondents had plans to see a financial adviser. The survey was undertaken by RMIT University, sampling a total of 1,067 consumers throughout Australia. Another...

  • Practice Tune-Up: How's Your Professional Network? Schulaka, Carly // Journal of Financial Planning;Jan/Feb2009 Practice Management, p16 

    The article discusses results of research conducted in 2008 by the Financial Planning Association (FPA) on how planners build their businesses. FPA found that planners are most apt to partner with tax professional, accountants, and lawyers. For growing their retirement-planning businesses,...

  • Concerns FPA board has sidelined practising planners. Taylor, Mike // Money Management;7/15/2010, Vol. 24 Issue 25, p1 

    The article reports on the removal of practising financial planners in the board of the Financial Planning Assocation (FPA).

  • FPA member numbers up despite 'growing pains'. Beaman, Lucinda // Money Management;11/4/2010, Vol. 24 Issue 41, p4 

    The article announces that the Financial Planning Association (FPA) has added 1,047 members in 2009-2010 in Australia.

  • Long Time No CFP. Koreto, Richard J. // Financial Planning;Mar2001, Vol. 31 Issue 3, p41 

    Focuses on the support of the Financial Planning Association (FPA) to the need for financial planners to have Certified Financial Planner (CFP) designation. Remarks from FPA Chairman Roy T. Diliberto; Defense of FPA President Guy Cumbie on the importance of CFP label; Criticisms from non-CFP...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics