SURVEY RESULTS: Financial Planning Outlook

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Monday, December 31. 2007

SURVEY RESULTS: Financial Planning Outlook

Early results, based on 691 responses as of Dec 31, 2007.

Highlights:
-- CPAs expext 6%-7% average rate of return on investments.
-- Plan on more than 25 years in retirement.
-- Clients' biggest problem: Under-funded retirement accounts.
-- 56% of respondents provide retirement planning services.
-- 66% of CPAs comlain financial services providers are "too sales-oriented."
-- 86% of CPAs expect the profession to expand its PFP services.


Posted by Editor in BSG RESEARCH at 12:19

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Rick Telberg - Editor

Rick Telberg is president and chief executive of Bay Street Group LLC, advisors in marketing, management and strategy.