Article can be found at http://cpatrendlines.com/2007/12/31/survey-results-financial-planning-outlook/

Survey Results: Financial Planning Outlook

PFP preview Dec 31 2007

Posted December 31, 2007

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2 Responses to Survey Results: Financial Planning Outlook (Subscribe)

  1. Christine Elbert
    on February 20, 2008 at 12:29 pm

    Intersting results, does anyone know who participated in the survey?

    Reply
  2. Rick Telberg
    http://baystreetgroup.com
    on February 20, 2008 at 10:23 pm

    Yes. And glad you asked!

    Here’s the demographic information:
    – 51% public accounting vs. 28% busines & industry.
    – 43% work in offices of 10 or fewer people; 25% in offices with up to 50.
    – 37% CEOs and managing partners; 35% C-level decision-makers; 17% senior staff.

    If you or anyone would like any additional data sorts, cross-tabs, or filters, just let me know. Me may incorporate your findings in our final report.

    Reply

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