Improve Your Practice to Increase Client Satisfaction

Schulaka, Carly
December 2008
Journal of Financial Planning;Dec2008, Vol. 21 Issue 12, Special section p1
Academic Journal
The article reports on financial advisors and client satisfaction. The Financial Planning Association with Ameriprise Financial and Harris Interactive surveyed 3,022 consumers who had more than $50,000 in income or assets for investment purposes on methods for keeping all customers happy. 29% of respondents who felt the most satisfied with their financial service claimed that they may not continue with that service, however, 37% stated that they will continue with a financial planner. Ways in which to provide satisfaction for customers include giving clients a written financial plan that they can look over, focus on improving savings and employee benefits for clients, and also educate clients on financial issues.


Related Articles

  • Money Management FPA walks a tightrope. Taylor, Mike // Money Management;10/5/2006, Vol. 20 Issue 37, p14 

    The article reports on the efforts of the Financial Planning Association to investigate complaints against 23 financial planners over advice they had given with respect to Westpoint case in Australia. A question has been raised whether the association has the right to involve itself in pursuing...

  • In defence of quality planners. Keavney, Robert // Money Management;5/26/2005, Vol. 19 Issue 18, p14 

    Comments on the criticisms on the financial planning profession made by financial planner and advisor Robert Keavney in Australia. Offers for best service to provide consumer satisfaction and added benefits; Role in providing sound advice while preserving client's dignity; Advocacy of programs...

  • Consumers Give Planners Thumbs Up. Marer, Eva // Financial Planning;May2000, Vol. 30 Issue 5, p18 

    Reports on the consumer satisfaction polls conducted by both the Certified Financial Planner (CFP) Board of Standards and the Financial Planning Association (FPA) which deal with consumers using the services of financial advisers. Surveys participants; How respondents value financial advisers;...

  • THE DEMAND FOR FINANCIAL PLANNING SERVICES. Hanna, Sherman D. // Journal of Personal Finance;2011, Vol. 10 Issue 1, p36 

    Based on 1998 to 2007 Survey of Consumer Finances datasets the proportion of households reporting use of a financial planner increased from 21% in 1998 to 25% in 2007, with an estimated increase of almost five million households between 2004 and 2007. Multivariate analysis shows that the...

  • 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...

  • Financial Planners Against Restraint of Trade. Brock, Henry S. // Financial Planning;Mar2001, Vol. 31 Issue 3, p192 

    Criticizes the support of the Financial Planning Association to make the Certified Financial Planner (CFP) an official designation for financial planners. Motives of the financial industry in demanding for regulation; Problems with the CFP education.

  • Thank you for being a part of the Heart of Financial Planning.  // Journal of Financial Planning;May/Jun2008 Solutions, p29 

    The article presents a list of individuals who have been members of the Financial Planning Association for 35 years, including Gerald S. Adelman, James P. Ambrose Jr., and Carlyle D. Apple.


Read the Article


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

Try another library?
Sign out of this library

Other Topics