How client-financial planner relationships are evolving – BenefitsPro

(Photo: fizkes/Adobe Stock)

The relationship between financial planners and their clients has changed significantly over the past 15 years. That’s according to a Financial Planning Association (FPA) and Allianz Life study detailing emerging trends during that time and how they affect the industry.

“Financial planning is a highly relational profession, which means this important research is of great consequence to financial planners and their engagement with clients,” FPA President Dennis Moore said.

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