Whitepaper

Download by clicking here. (PDF | 543KB) Note: member login required.

The market crash of October 2008 has had significant effects across the United States. Financial planners have been uniquely effected as their livelihood is tied closely to investments. What have planner's experiences been over the past year?

This research provides some key insights on how planners have fared from the end of 2008 to September 2009. It takes a close look at client interactions, investment recommendations, changes in investment philosophy, client investment actions, and general planner/practice effects.

Planners can use this information to help understand how their practice and experience compare to the nationwide impact on planners. And this information can also provide insight in ways for planners to leverage their collective experience to build a better future. Download the whitepaper to learn more.

Articles

Client Communications Linked to Practice Growth (exclusive, online-only content)
Are you looking for ways to grow your practice? Learn how other advisers grew their practice through effective client communications.

Finding Optimism Amid the Crisis (exclusive, online-only content)
A significant number of financial planners surveyed are more confident about their practice today than before the financial crisis. What are they doing that other planners aren't?

What We Know Now: Planners Reflect on 2009 (Journal of Financial Planning, Jan. 2010)
The economic downturn has taught planners much about risk assessment, portfolio construction, and how they communicate with clients. This article delves deeply into FPA survey findings to learn what worked and what didn't. (Member login required.)

Lessons Learned from the Economic Crisis (Practice Management Solutions, Jan./Feb. 2010)
Stats, graphs, and quotes from the FPA study, A Year After the Market Crash: How Financial Planners Are Adapting to a New World, September 2009. (PDF l 112KB)