TITLE

The Rest of the Story

AUTHOR(S)
Wagner, Dick
PUB. DATE
April 2004
SOURCE
Journal of Financial Planning;Apr2004, Vol. 17 Issue 4, p18
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article comments on financial planning as a profession. The author reminisces about the years he has been in financial planning. He admits that when he entered the profession, he was mainly just trying to understand the financial planning profession and his life with it. He relates how a theory he read in a book helped him consider financial planning as the world's most important twenty-first century profession. He considers the theory valid. The theory articulates an abiding vision, and remains intensely personal. It was written from hope and aspiration, not the certainties of experience. Its youth and semi-naïve optimism shine through. It urges people to dream big and walk tall in the profession. The author recounts the challenges faced by the profession in the past decades. The 1990s were kind to many financial planners, according to the author. Many built their businesses through the blessings of AUM and a fair wind at the financial planner's back. The author observes that during the twenty-first century, many financial planners communicate as apparently seasoned veterans. Financial planners, though they have grown in their client centeredness and acceptance of fiduciary responsibilities, still have questions they should seriously consider.
ACCESSION #
12835527

 

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