FPA members who participated in our 2010-2011 Salary Survey receive a free comprehensive report. FPA member also receive a discount on purchasing the report. Learn more by clicking on the link above!
Hiring Strategies That Work
Practice Management Solutions, page 27, September/October 2010
FPA's 2010 Financial Planning Salary Survey reveals trends in recruiting and hiring.
Career Satisfaction in the Planning Industry Put to the Test (PDF | 891KB)
Research Spotlight, pages 13-14, Q2 2010
With all the market and regulatory turmoil, are you dissatisfied with your job? Surprisingly, over a third of planners report that they are even more satisfied with their job now than they before the market crisis (October 2007). Learn why planners are satisfied and how their satisfaction compares to previous positions.
Adviser Teams (PDF | 9MB)
FPA Insight, pages 9-12, Q4 2009
In this edition of FPA Insight, Cerulli Associates looks at adviser team configuration, areas of specialization, and the advantages of being part of a team.
As an FPA member you receive access to a nationwide average compensation calculator which calculates the average salary, bonus and incentive amount for 21 positions in a financial planning practice. This calculator is available in excel format (.xls) on the Practice Management Center.
Driving Employee Satisfaction
Between the Issues, July 2009
This article looks at key ways to drive employee satisfaction based on research findings from the 2009 Financial Planning Salary Survey.
Succession Planning (PDF | 355 KB)
FPA Insight, pages 15-16, Q4 2008
In this edition of FPA Insight, Cerulli Associates looks at anticipated practice buyers and terms of sale.
The Future of Financial Advice: Career Path Issues Today and for Tomorrow (PDF | 278KB)
FPA Insight, Q2 2008
This issue of FPA Insight examines how to recruit established financial advisers and their corresponding books of business, as well as how to recruit new entrants into the adviser workforce. This report also identifies how prepared advisers are to deal with the aging U.S. population.
Teams Are the New World Order (PDF | 3.5MB)
Research Spotlight, pages 6-8, Q1 2008
Adviser practice types, time allocation, client net worth, and how adviser teams function in these different environments.
Adviser Teams (PDF | 548KB)
FPA Insight, pages 4-9, Q4 2007
Cerulli Associates looks at characteristics and satisfaction with adviser teams.