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Cerulli’s Andrew Blake: What Advisors Need to Succeed in a Competitive Market

By Christine Benz, Amy C. Arnott June 11, 2024 Morningstar

Advisors equipped with the CFP® designation are positioned for success, said Andrew Blake, associate director of wealth management for Cerulli Associates. He also applauded CFP Board for actively working to raise the certification's visibility, particularly among younger individuals, aiming to grow the talent pipeline.

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Morningstar
Christine Benz, Amy C. Arnott
June 11, 2024