Client Report on the Society for Financial Service Professionals’ Survey of Needs

Abstract

The purpose of this survey was to identify what financial service professionals in the target population indicated they need to build their business and what the Society of Financial Service Professionals can do to help meet those needs.Key findings from the survey include:•The objectives of the SFSP should be to both provide support for continuing education and to help members develop innovative products in service of their clients’ needs.•A substantial number of current members responded, providing a strong basis for strategic planning for SFSP services and benefits offers.•There is strong and significant interest in Star Speakers, perhaps the serving as the basis for a Speakers Series to drive attendance and membership initiatives.•A contact database for providing members with access to allied service professionals should be established.•One-day programs on all areas of financial planning are of interest to the respondents.•One-day programs on selected areas of sales support are of interest to the respondents.