In April 2014, the FPA Research and Practice Institute concluded a study of 750 professionals across the country to better understand the time constraints and productivity issues impacting financial advisory practices today. 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, helps advisers assess how the greater advisory community is coping with various productivity issues, including process standardization, business planning, delegation, and more.
Access the following:
