Coming of Age

Condon, Kevin P.
April 2005
Journal of Financial Planning;Apr2005, Vol. 18 Issue 4, p16
Academic Journal
The article presents the author's opinion on the financial planning profession. Every profession has its milestones as it evolves and matures. Few would argue that the financial planning profession is maturing. As with technology, many begin narrowly but they generally unfold their availability to the public as they mature. As with illness and injury, money issues face everyone, regardless of net worth. Individuals need what we can do in order to relate to money and money problems. Of course, we need to generate clients in sufficient numbers to make a living and sufficient efficiency to manage our practices as well. If again we look to physicians, we see that during their evolution they made themselves available, taking their bag with them at all hours to meet patients where they needed care. The Garrett Network is one approach. Another is our work at Myfinancialadvice.com, where we have created and packaged a bag of integrated practice-management and regulatory compliance tools and created client access and marketing methods to deliver them to aggregated online consumers. As the many changes that assail financial life accelerate, the need for advice continues to grow in importance. We, too, must find ways to serve because good financial decisions are that critical.


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