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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
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. |
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
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
February 2012
Richard B. Wagner |
Fish Soup Or Aquariums? Financial advisors are essential for creating optimal environments for individuals and societies. |
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
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
April 2010
Richard B. Wagner |
Garden Of Knowledge The profession of financial planning needs more words to help people understand it. |
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 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
April 2008
Richard B. Wagner |
What Is Money ... At the end of the day, what do even we know of money? How does it function? Who invented it? How did it develop, historically? How did money get to be as it is today? As financial planners, what ought we to understand of it? |
Financial Advisor
October 2012
Richard B. Wagner |
Try A Little Gratitude Money is humanity's most profound creation. Isn't some appreciation in order? |
Financial Advisor
November 2005
Monroe D. Diefendorf |
Thinking In 3-D New standards and guidelines, along with curriculum and professional designations, will be created to address the needs of our 21st century clients. 3 Dimensional Wealth Planning may help the industry meet challenges. |
Financial Advisor
June 2009
Richard B. Wagner |
What Is Wrong With Money? Its features make it unpredictable, mysterious and unreliable. |
