In May 2014, the FPA Research and Practice Institute™ concluded a study of 411 professionals across the country to better understand how advisers are communicating with clients to increase resonance of the value they offer. The study, which included FPA members and non-members, Certified Financial Planner™ (CFP
®) professionals, advisers across all channels and a wide range of business sizes and models, provides an analysis of client communication and adviser perception of communications, key components of an effective communications plan, how advisers communicate today, and what advisers are doing to adjust to a changing landscape.
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