Certification boosts quality of advice and client satisfaction, revenue
Financial advisors who carry the CFP® [professional] designation add value to their firms, are more productive, and provide a higher level of client satisfaction, according to the results of a new study. Not only that, but they also provide a boost to revenues—and that's whether the firm is a sole-proprietor operation or a team firm.
The results of the research, a white paper from Aite Group titled "Adding Expertise to a Financial Advisor's Practice: Measuring the Contributions of CFP® Professionals," were released on Tuesday by the CFP Board and Aite Group. Read more >
Marlene Y. Satter
August 1, 2012