A recent study conducted by the Certified Financial Planner Board of Standards (CFP Board) revealed that more than 78 percent of CFP professionals had reported increasing client inquiries during the COVID-19 pandemic. Additionally, almost two-thirds of CFP professionals have perceived high-stress levels among their clients.

Thirty-four percent of CFP professionals also reported an increase in inquiries from prospective clients. Taking advantage of this surge in market demand can be stressful for even the most organized advisors. Yet, this is a critical time for firms seeking to grow their client base and expand the scope of their advice. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.