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Innovation

Do Clients Actually Care About Your CFP®?

Empowered consumers are prepared to make changes in response to disruptions!

Innovation

Published Feb 15, 2024

Reynald Martinez

Marketing Specialist

Empowered consumers are prepared to make changes in response to disruptions!

Innovation

Published Feb 15, 2024

Reynald Martinez

Marketing Specialist

Clients don’t hire advisers because of letters after a name. They stay because they feel understood, protected, and well-served. CFP®, experience, and qualifications matter — but mostly as hygiene factors. They earn trust initially. They don’t maintain it. What clients really respond to is consistency, clarity, and care. Credentials open the door. Operating maturity keeps it open.