Financial advisors and planners are struggling to create and engage successful business and marketing plans.
A study by the Financial Planning Association Research and Practice Institute found that business growth is a major challenge in today's financial advisory businesses, with only 25% of advisors reporting that they exceeded their business growth goals in the past year.
Janet A. Stanzak, FPA president and soon-to-be chairwoman, called these study results "so ironic."
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Emily Zulz
Emily joined the ThinkAdvisor team as a reporter in the summer of 2014. She previously worked as a reporter for The Daily Journal in Kankakee, Illinois for a year and as a reporter and editor for The Daily Eastern News in Charleston, Illinois for two and a half years. Prior to joining ThinkAdvisor, Emily worked on Groupon’s editorial team in Chicago as a fact checker for three years. She graduated cum laude with a BA in journalism from Eastern Illinois University, and she has been the recipient of two journalism awards for her news reporting at daily newspapers.
