Why aren’t advisors offering financial planning services?

facebooktwitterlinkedinby featherAccording to Curelli Associates, only 42% of Advisors implement comprehensive financial planning. The question is why?

Broker Dealers want it. Regulators want it. Clients want it. Even advisors recognize the benefits which include-

  • Providing an organized approach to client review
  • Increases asset retention
  • Better able to manage client expectations
  • Creates stronger relationship with clients by providing more services
  • Increases assets under management
  • Identifies additional cross-selling opportunities
  • Increases referrals and sales leads.
  • Generates greater revenues per client
  • Greater loyalty to Broker Dealers, based on planning support

What’s the problem?  Stay tuned as we develop this important issue. In the meantime. would love to hear your ideas?

In financial health,



Written by Jaimie Blackman

Jaimie Blackman

Jaimie Blackman — a former music educator & retailer— is a Certified Wealth Strategist & Succession Planner. Jaimie helps business owners maximize the value of their company through education & coaching. He is a frequent speaker at the National Association of Music Merchants, (NAMM) Idea Center and has spoken at Yamaha’s succession advantage.

As a financial literacy educator he has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College and CUNY.

His column is published in The Music & Sound Retailer and contributes to NAMM U online, as well as other industry trade magazines.

Jaimie is CEO of Jaimie Blackman & Company, President of BH Wealth Management, and Creator of MoneyCapsules® and the Sound of Money®.

To register for Jaimie’s live webinars, or to subscribe to his podcasts, visit jaimieblackman.com.


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  7. João • 28 de Junho de 2010 às 21:52não consigo fazer download do ficheiro, mostra a página de erro, apesar disso, muito obrigado pelas tuas traduções de temas

  8. Great post. Don’t you think, however, that by injecting yourself into this controversy by writing passionately about it that you are taking part in the proliferation of the fundamental ignorance that this type of non-event needs in order to survive?Ignore the ignorant lest you find yourself amongst them.Just saying.

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  11. I don’t know all the facts. It would have been nice to be able to hear both sides of the story with sound research. Just not enough time in the day.


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