What percentage of advisors create a financial plan for their clients?

January 31, 2019


Do you create a financial plan for all your clients? Our research shows that some advisors skip this step. Vanguard experts Don Bennyhoff and Fran Kinniry walk through the reasons advisors choose not to prepare a formal, written financial plan for their clients.

Access the full replay of the webcast "Tips for easing clients' concerns during volatile markets."

Watch more highlights from the webcast:


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