Clients' Children Are Potential Clients, Too

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Clients' Children Are Potential Clients, Too

Dec 02, 2013

"I think young people do want to be taken seriously," says Eleanor Blayney, CFP®, consumer advocate of the CFP Board trade group for financial planners. "They don't demand a lot time, and it will ultimately will come to pay off.

"Any advisor who is looking at the future will want to think about how to engage them."  Read more >

Beth Pinsker
December 2, 2013

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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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