Certified Financial Planner Board of Standards Inc.
10/06/2025 | Press release | Archived content
Why Passive Clients Derail Plans — and How to Turn Them Into Committed Co-Creators
Passive clients often focus on short-term market fluctuations during volatile periods, which can lead to rash decisions. CFP Board's Financial Planning Longitudinal Study shows that when clients define financial wellness, they protect their plans, empowering them to stay focused on long-term goals.
AdvisorpediaDon Connelly October 6, 2025
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