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Financial Advisor
November 2005
Richard B. Wagner |
It's a Heart Thing... Obviously, our craft is important. As financial advisors, we have significance because we help other people have better lives, and we help them and our society work with the money forces.   |
Financial Advisor
June 2012
Richard B. Wagner |
A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it? |
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
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
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
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
July 2011
Richard B. Wagner |
One To The Power Of One The advisor and the client combine in a uniquely powerful and singular relationship. But does anyone truly understand the nature of our work? |
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
February 2012
Richard B. Wagner |
Fish Soup Or Aquariums? Financial advisors are essential for creating optimal environments for individuals and societies. |
Financial Advisor
March 2011
Richard B. Wagner |
'Thinking Big' About Our Work Advisors have a terrific upside if they can embrace the challenges. |
Financial Advisor
July 2007
Richard B. Wagner |
Now What? With FPA's win in its lawsuit against the SEC, financial advisors need to reflect on what that means for the profession. |
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
February 2007
Richard B. Wagner |
Planners In The Church Of The Holy CFP? In making financial planning a profession, are planners emulating the right professionals? |
Financial Advisor
March 2004
Gregory Bresiger |
One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes |
HBS Working Knowledge
February 21, 2005
Khurana & Nohria |
Is Business Management a Profession? If management was a licensed profession on a par with law or medicine, there might be fewer opportunities for corporate bad guys, argue Harvard professors Rakesh Khurana and Nitin Nohria, and research associate Daniel Penrice. |
Financial Advisor
April 2008
David Drucker |
Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true 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
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. |
Financial Advisor
August 2005
Richard B. Wagner |
"00" Interior Skills Movie villains are obvious. In real life, with real money, villains parade as really, really nice guys. When fiduciary advisors can generate trust and confidence and have superior knowledge, they have genuine power over others--whether or not they deserve it. |
Financial Planning
May 1, 2013
Charles R. Chaffin |
Making the Case for CFP Standards While the planning profession has evolved considerably, there is still work to be done. |
Financial Advisor
April 2004
David Diesslin |
CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards. |
Financial Advisor
April 2005
Richard B. Wagner |
There Is Nothing `Soft' About It What we do as financial advisors requires us to confront clients' deepest fears. |
Financial Advisor
September 2009
Richard B. Wagner |
Mirror, Mirror On The Wall ... The financial planning community hasn't done enough self-examination regarding the recent crisis. Here are some lessons from the financial fiasco. |
Investment Advisor
December 2005
Bob Clark |
Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out. |
Financial Advisor
December 2009
Richard B. Wagner |
We Need Better Words ... Financial planners' words need to address the relationship between money and the other important aspects of our lives. |
Financial Planning
June 1, 2012
Bob Veres |
Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning. |
Financial Planning
January 1, 2005 |
Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
Financial Advisor
February 2005
Richard B. Wagner |
Enigmatic Expectations Financial planners are unique in their work with individuals in attempting to reconcile personal, here-and-now choices with uncertain futures. |
Financial Advisor
May 2009
George Kinder |
Financial Planning's Historic Moment An opportunity has opened to help create a financial advisory profession that consumers will trust and admire decades from now. |
Financial Advisor
December 2010
Jeff Schlegel |
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist? |
Financial Planning
June 1, 2011
Jim Grote |
Industry Veteran As Richard R. Lee Jr. sees it, attracting a big chunk of money to manage isn't a key sign of success, even though his Dallas firm handles roughly $1 billion for its clients. In Lee's opinion, planners should focus as much on planning as on managing money. |
Financial Planning
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
HBS Working Knowledge
October 8, 2007
Martha Lagace |
Management Education's Unanswered Questions Is management a profession? After more than a century of business education, it remains an open question. |
Investment Advisor
February 2008
James J. Green |
Visionary George Kinder, financial planner and Buddhist teacher, discusses how life planning and financial planning can come together, fostering a client's economic and spiritual well-being. |
Energize
December 2004
Susan J. Ellis |
Chicken or Egg: Why Are Our Professional Associations Weak? This issue, which obviously starts at the local level on up (or perhaps on the national level on down), is integrally related with the recurring question of "is volunteer management a profession?" |
Financial Planning
November 1, 2012
Scott Wenger |
Editor's View: The Nation's Top Financial Planning Schools A catalog of some of the nation's top financial planning schools is a resource for both planners-to-be and today s advisors |
Investment Advisor
December 2006
Bob Clark |
Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession. |
Investment Advisor
February 2010 |
Soapbox: Here's What We Were Thinking The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice, but not so glad of his inability to let go of the past. |
Financial Planning
January 1, 2006 |
2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc. |
Investment Advisor
December 2006
Dan Moisand |
Accentuate the Positive The president of the Financial Planning Association points out some positive things done by the CFP Board. |
Investment Advisor
May 2006
Angie Herbers |
The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen. |
Financial Planning
September 1, 2005
Bob Veres |
The Ownership Profession The world that gave birth to financial planning has changed. A lot. Here's an industry timeline from 1969 to the present. |
Financial Advisor
March 2004 |
Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc. |
Investment Advisor
August 2006
Bob Clark |
Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification. |
