Certification Financial Planner Numbers Sales 
Nerd's Eye View
APRIL 4, 2024
Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. Read More.
Nerd's Eye View
JULY 18, 2022
But these positions are often tenuous for new advisors, with extremely high failure rates, driven in large part by compensation that is reliant primarily on commissions from product sales.
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International College of Financial Planning
SEPTEMBER 3, 2021
When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.
Nationwide Financial
FEBRUARY 14, 2023
FARE seeks to increase the number of Black financial professionals through expanded research, increased training, and mentorship opportunities at both the university and professional level. The underrepresentation of minority financial services professionals has long been a challenge for the financial services industry.
Walkner Condon Financial Advisors
JUNE 2, 2023
CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. In 2022, nearly 42% of the externships participants were women.
Sara Grillo
AUGUST 14, 2023
The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Scott has been serving families for 29 years in the financial services space.
WiserAdvisor
AUGUST 18, 2023
Fee-based financial advisors Average cost: 3% to 6% of the investment + flat fee Fee-based advisors are financial planners who receive compensation from both the client and commissions from investment providers. The more clients they convince to purchase these products, the higher their earnings.
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