Advisors Want More Help on Joint Ventures

August 2002
Journal of Financial Planning;Aug2002, Vol. 15 Issue 8, p25
Academic Journal
This article provides information that can be useful for financial planners, as of August 2002. Financial advisors are increasingly focusing on building joint ventures with other professionals, according to a study by CEG Worldwide, which advises financial professionals growing their businesses. Traditionally, advisors who receive practice support from financial institutions most often request sales and marketing help, particularly for attracting private affluent clients. Now, the most requested form assistance is for building joint ventures, especially with certified public accountants (CPA), says ECG. In its most recent survey, 82 percent indicated they were looking for this type of support. An earlier CEG study suggests that this increased interest comes at a time when 75 percent of CPAs either already offer or plan to offer financial services in the next three years, and that they expect to do so, often through strategic alliances with financial advisors.


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