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Skip Navigation LinksOneFPA > Business Success > Research and Practice Institute > 2014 Time Management and Productivity Study

​In April 2014, the FPA Research and Practice Institute concluded a study of 750 professionals across the country to better understand the time constraints and productivity issues impacting financial advisory practices today. The study, which included FPA members and non-members, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, advisers across all channels and a wide range of business sizes and models, helps advisers assess how the greater advisory community is coping with various productivity issues, including process standardization, business planning, delegation, and more.

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