Advisors' Priority List – How They Get It All Done

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Advisors' Priority List – How They Get It All Done

Feb 09, 2012

The latest [Rydex|SGI AdvisorBenchmaking] survey also showed a stable interest on the part of advisors in acquiring a professional designation, which many see as an avenue to broadening their business or deepening their skill in a particular area. Interestingly, the number of advisors who said they were "working toward" the CFP® [professional] designation was 14% – three to seven times higher than for other designations. This result is not surprising given the emphasis on planning in the RIA service model. From this data, one could argue that the "planning" services being offered by advisors are becoming more robust, as certification is designed and governed by an independent standard-setting body. Read more >

Advisor One
Marc Zeitoun

February 9, 2012

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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