Financial Marketing Agency Blog | Marketing Wiz

Why Your Firm Should Encourage Clients to Build a Financial Plan

Written by Logan Burgess | Jul 28, 2022 2:00:00 PM

A February survey of 1,000 investors across the U.S. found that 76% of Americans feel overwhelmed by the thought of creating a financial plan, and 56% believe life is too uncertain for a financial plan to have any value. This article from RIA Intel offers some great insights that can help your firm effectively communicate the value of financial planning to your clients and prospects.

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