Summary
Financial planner perceptions are made up of a complex neural blend of client management qualities, client demographic qualities, personal qualities, business practice qualities, and job qualities. This study empirically assesses perceptions of the financial planning professional to find those factors seen to be most important and least important contributing to financial planner self reported success. The data utilized within this study were gathered via a survey instrument developed and administered in an online format during the months of June and July 2008. A total of 403 geographically diverse respondents (4% response rate) who are members of the FPA and agree to receive email from the organization answered the survey. The final sample used after significant non-response cases were eliminated was 349 respondents (3.5%). Findings of this study indicate that client relationships, wealth of client served, use of ethical practices, ability to empathize, number of clients served, client referrals, and job autonomy are among the most important contributors to financial planner perceived success.
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Extract
Contributing Success Factors Within the Financial Planning Profession: Inside Financial Planner Perceptions
ABSTRACT
Financial planner perceptions are made up of a c...See the full content of this document
(Copyright 2011)
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