CFP® [Professionals] Generate Substantially Higher Revenue than Other IAs: CFP [Board] Survey

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CFP® [Professionals] Generate Substantially Higher Revenue than Other IAs: CFP [Board] Survey

Jul 31, 2012

They also Make More Money than Investment Advisers, Study Shows

[CERTIFIED FINANCIAL PLANNER™ professionals] deliver higher revenue and more client satisfaction for their firms, while making more money than other investment advisers, according to a survey commissioned by the [CFP Board].

One reason that CFP® [professionals] produce these results is that they manage clients holistically rather than selling specific investment products.

"Practices with CFP® professionals work with more of their clients on a long-term, recurring basis, managing 45% of client assets for an [assets under management]-based fee (versus 30% for other advisers) and delivering a financial plan or a needs analysis to about 30% more clients in 2011 than did practices without CFP® professionals," the report stated. Read more >

Investment News
Mark Schoeff, Jr.
July 31, 2012

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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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