The first 16 weeks of a marketing campaign designed to persuade investors to seek out the services of a certified financial planner have raised the profile of the investment professionals, according to a survey conducted by the organization that confers the designation.
Awareness of planning professionals rose by 8% to 71% from the beginning of the campaign in April through the middle of August, according to a poll of more than 6,000 people who have $100,000 or more to invest. Read more >
Mark Schoeff, Jr.
November 18, 2011