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Can Advisors Use a Second Language as a Planning Niche?
Financial advisors typically specialize by targeting specific client niches, but speaking a second language may become the next major competitive advantage. According to CFP Board data, while 93% of CFP® professionals speak only English, the 7% who are multilingual most commonly speak Spanish, followed by French, Mandarin or German.
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Financial PlanningElijah Nicholson-Messmer
June 4, 2025