PRACTICE TRENDS: How Does Your Practice Measure Up?

McClune, Sheila
March 2011
Journal of Financial Planning;Mar2011 Research Spotlight Suppleme, p9
Academic Journal
The article reports on the improvement of the financial planning market in the U.S. amidst the competition. It cites a survey on financial planners conducted by the Financial Planning Association (FPA) concerning their financial plan development practices and fees. It mentions that financial planners have desired to spend more time serving their old clients. It notes that financial planners spend the most time with their clients and in developing their financial plans. It states that average financial planners only serve fewer than 100 clients.


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