Key Findings from the 6th Annual Industry Trends SurveyA Look Inside the Estate Planning Industry - January 14, 2013
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Results are in from the 6th Annual Industry Trends Survey which took place from September 5, 2012 to October 21, 2012. The survey drew participation from nearly 1,500 industry professionals comprised of estate and business planning attorneys, certified public accountants, certified financial advisors and planners, registered representatives, insurance advisors, and other wealth management professionals.
“One of the most compelling data points to come out of this year’s survey is that 94 percent of respondents expect the demand for business succession planning to increase as a result of retiring baby boomers,” said WealthCounsel’s CEO Matthew T. McClintock. “Professionals in the planning industry are certainly aware of the opportunities that this generational shift presents. More importantly, attorneys and advisors know how important small businesses are to the owners, their employees and to the economy at large. Considering the strong connection between business planning and estate planning, professionals who have a balanced practice will be best positioned for growth in the years ahead.” McClintock added.
About the Industry Trends Survey
In 2007, WealthCounsel launched the nation's first comprehensive survey of estate planning attorneys. The assessment drew participation from attorneys in all 50 states. Starting with the 2009 survey, WealthCounsel and
magazine became partners in launching the annual survey to further broaden its scope in the marketplace. Since then, participation has grown to include input from all interdisciplinary professionals engaged in estate and business planning, and the data collected continues to provide valuable insight for professionals and the clients they serve.
Access free survey reports from previous years:
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