Financial advisors and planners are struggling to create and engage successful business and marketing plans.
A study by the Financial Planning Association Research and Practice Institute found that business growth is a major challenge in today's financial advisory businesses, with only 25% of advisors reporting that they exceeded their business growth goals in the past year.
Janet A. Stanzak, FPA president and soon-to-be chairwoman, called these study results "so ironic."
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
- Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
- Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
Already have an account? Sign In
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
