Go West, Young Man

Tuttle, Marv
June 2004
Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p44
Academic Journal
The article discusses ways to overcome the challenges faced by the financial planning community. To meet challenges, financial planning, as a profession, must move to the next level of advocacy. There is a need to focus on gaining statutory recognition of financial planning as a profession. The public must have confidence that individuals who call themselves financial planners actually meet and regularly uphold similar professionals requirements as doctors, attorneys and accountants. If it is successful as a profession, financial planning must stand on its own two feet and be recognized and defined for its comprehensive nature and body of knowledge. The profession must communicate more creatively about the benefits and the value of financial planning. The Financial Planning Association needs to broaden its circle of influence beyond its relationships with practicing financial planners, media and regulators. It needs to seek out and leverage strategic partnerships to cast a wider net to include thought leaders and shapers in the corporate, nonprofit and academic worlds. The story of financial planning must be told through stories of those front-line professionals who know and see the unintended consequences of politics and law, as well as the impact of intended actions of terrorism, war and economic disarray on the lives of millions throughout the world.


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