The Pursuit of Excellence Is Timeless

Peck, Maureen
September 2003
Journal of Financial Planning;Sep2003, Vol. 16 Issue 9, p8
Academic Journal
This article claims that through all the changes and manifestations of the financial planning profession, there are fundamental, enduring needs and values that contribute to the pursuit of excellence by the members of the Financial Planning Association (FPA). Apparently, two priorities for financial planners have remained consistent. Such priorities are mastery of technical skills and having a firm grasp of the emotional component of the financial planning process. At the FPA Retreat 2003 in Traverse City, Michigan, such was reflected in the education sessions, which included Asset Protection: Is Your Client's Nest Egg at Risk, Unplugged: Investment Masters, and The Mismeasurement of Risk. To balance the event features, there have been sessions such as Building Client-Planner Intimacy Through Advanced Discovery Techniques, Insightful Conversations: Exploring Our Relationships with Clients, and How to Create an Effortless, Outrageous Business. A summary of attendance evaluations of the 1984 Retreat held comments that could have come from the 2003 event, showing the same head-and-heart balance. Topics that attendees of the 1984 Retreat suggested for future conferences included analysis of capital market instruments, variable annuity and estate planning techniques, incentive stock option strategies, counseling skills, and verbal communication.


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