Firms

Firms

More Revenue, Fewer Complaints, Satisfied Clients

FPSB’s international study conducted with 92 financial services firms in 12 territories representing over 120,000 financial advisors showed why the majority of firms plan to grow their number of CERTIFIED FINANCIAL PLANNER professionals:
  • 59 percent of firms reported that employing CFP professionals led to fewer client complaints.
  • 69 percent of firms reported that employing CFP professionals lowered corporate risk.
  • 69 percent of firms reported that CFP professionals have a higher rate of growth of assets under management.
  • 76 percent of firms found that employing CFP professionals led to increased client retention.
  • 79 percent of firms plan to grow the number of CFP professionals.
  • 84 percent of firms said employing CFP professionals had a positive impact on client satisfaction within the firm.