| Similar Articles |
|---|
 |
Financial Advisor
January 2009
Richard B. Wagner |
From Here To Where? The financial crisis should make us reconsider our fundamental vision of an advisor's role."If I'd asked my customers what they wanted, they'd have said a faster horse." -- Henry Ford   |
Financial Advisor
November 2006
Richard B. Wagner |
Engaging The Money Forces Financial advisors' unique challenge is to understand money, and help others comprehend it and engage. This means knowing it thoroughly, recognizing its history and its cultural contexts. |
Financial Advisor
November 2004
Richard B. Wagner |
A Future Think Conversation Financial advisors should think about clients, people, and our collective futures. |
Financial Advisor
April 2006
Richard B. Wagner |
Living Royally In The Land Of The Blind Financial planners need to start taking themselves and their issues seriously. They must begin grasping the full implications of their work, their knowledge and, perhaps most importantly, their vision. |
Financial Advisor
October 2008
Richard B. Wagner |
Mission, Meaning And Purpose There it was, again. "The Question." Posted right there on the April cover of Financial Advisor magazine for everyone to see. It mocked and cajoled, "What makes a profession, and will we ever meet that standard?" |
Financial Advisor
November 2011
Richard B. Wagner |
Mission And Purpose Financial planners can't make up their minds about what they do, why they do it or for whom it is done. |
Financial Advisor
June 2012
Richard B. Wagner |
A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it? |
Financial Advisor
December 2007
Richard B. Wagner |
Claiming And Clarifying Our Turf The advice/sales conundrum in the financial field has taken another twist. Worse, it is no longer an intra-profession struggle but a direct conflict between industry and profession. |
Financial Advisor
April 2010
Richard B. Wagner |
Garden Of Knowledge The profession of financial planning needs more words to help people understand it. |
Financial Advisor
October 2007
Richard B. Wagner |
Financial Planning As A Learned Profession The notion that financial planning might explore its potentialities does not mean that every financial planner must become a scholar any more than every doctor must become a research scientist. Being a part of a profession means every member must master its basic craft. |
Financial Advisor
May 2007
Richard B. Wagner |
When They're 64 What kind of changes are in store for the financial advisory profession? |
Financial Planning
September 1, 2010
Richard Vodra |
The Ditmas Test Most financial planners don't examine the numbers in their assumptions and scenarios to see how they would work in the real world. Without this kind of analysis, initially sound projections can spin out of control. |
Financial Advisor
February 2009
Richard B. Wagner |
Hyperbole? Really? Using hyperbole to talk about our professional destiny is no crime, especially in light of the problems financial advisors face today. |
