So far, so good seems to be the attitude of certified financial planners regarding the CFP Board's five-month old public awareness campaign.
"People are liking it," said Michael Kitces[, CFP®] of the Pinnacle Advisory Group in Columbia, Md., who said that planners should view the program more as an effort to increase awareness than to generate leads.
"The commercials and ads give planners a sense of pride; this is something that the Board should have been doing a long time ago," said Mr. Kitces, who is attending the Financial Planning Association's Experience 2011 conference in San Diego, Calif., where the CFP Board updated the press on the campaign. Read more >
September 16, 2011