Financial planning: Undefined, undercounted, underserved

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.

Related Keywords

United States ,Texas ,Americans ,Scott Gill ,Jim Cahn ,Chris Ditata ,James Lee ,Meen Choi Arizent ,Anna Njie Konte ,John Gebauer ,Michael Kitces ,Cory Roberson ,Kelly Klingaman ,Paige Newton ,Investment Adviser Association ,Financial Planning Association ,Aite Novarica Group ,Compliance Solutions ,Xy Planning Network ,Dimensional Fund Advisors ,Ferrari ,National Regulatory Services ,Business Development ,Wealth Enhancement Group ,Wall Street ,Black Monday ,Financial Planning ,Annan Jie Konte ,Dream Financial Planning ,Dream Financial ,Box Senior Vice President ,Compliance Operations Chris Ditata ,Investment Advisers Act ,Social Security ,Certified Financial Planner Board ,Lee Investment ,Saratoga Springs ,New York Based ,Investment Management ,Buckingham Wealth Partners ,Eye View ,Chief Investments ,Business Development Officer Jim Cahn ,Kelly Klingaman Financial Planning ,Wealth Management ,Practice And Client Management ,Arias ,Sec ,Fpa ,Ria Leaders ,Ria Leaders 2022 ,