How Planners Practice

September 2009
Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, p11
Academic Journal
The article offers information on the 2009 Survey of Trends in the Financial Planning Industry report by the College for Financial Planning in the U.S. It notes that more than half of advisers enjoy their compensation. It also found out that 36% of adviser clients are given with complete written financial plan and that 65% of planners are satisfied with their career fields. It adds that communicating with clients to resolve woes and meet goals are the offers the most job satisfaction.


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