Week's Best Quotes: 'We're Falling Short as a Profession,' Says CFP Board Head to Female Advisors
April 29, 2014 10:06 AM
We think the [recruiting] pipeline is solid for next quarter. The slowdown was an industry-wide one, and so we think the net new advisors we ultimately delivered is one of the industry's leading outcomes.
It gives us a nice triangle in the region ... The three companies have very similar models with a heavy planning orientation.
[Financial planners and advisors] should help owners start the process, they should be the quarterback for the team that the owner needs to assemble and they should be the point person for the liquidity event after the sale.
We're falling short as a profession.
The older [clients] are not that profitable, and they're going to get less profitable over time.
We're seeing more and more [financial education and financial wellness programs] come into the marketplace, and the number of employers implementing workplace financial wellness programs is rising significantly.
financial awakening.
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