Survey: Do You Make Money By Writing Financial Plans?


Last week, after the CFP Board proposed revising its CE credit requirements to provide up to four hous every two years for practice management topics, I applauded the CFP Board taking a step in the right direction but chided the Board for not going far enough.

Today, A4A blogger Sheryl Rowling posted calling on advisors to charge for preparing financial plans and saying it was unwise to regard plan preparation as a loss leader next to investment management. I'm not sure how realistic that is. 

To facilitiate the discussion, please take this survey and let us know where you come out on this issue.



Create your free online surveys with SurveyMonkey, the world's leading questionnaire tool.



This Website Is For Financial Professionals Only