When Susan John did a detailed review of her practice six years ago, one fact stood out: The average age of her clients was 72 ½ years old.
“Most practice metrics are not too happy when you have an average age north of 70,” says the fee-only planner, who was recently elected to the board of directors of the CFP Board of Standards.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access