Integral Finance: A Framework for a 21st Century Profession

Wagner, Dick
July 2002
Journal of Financial Planning;Jul2002, Vol. 15 Issue 7, p62
Academic Journal
This article asserts that financial planning's future requires understanding and accepting the profound implications of an acknowledged profession. At its core, financial planning engages complex technical issues within powerful, intimate, significant circumstances. Arguably the ultimate liberal arts profession, it touches every aspect of human exploration and knowledge. Best practitioners are primary sources of knowledge, wisdom and perspective. They also create and maintain powerful personal relationships of the sort coveted by impersonal institutions. Unfortunately, there is scant science for particularizing intuition, knowledge and understanding to individuals or miscellaneous social units. Financial planning has grown amid five powerful industries: law, accounting, banking, insurance and securities brokerage with roots distinctly in product sales. But manufacturing industries are not professions. Professions engage more than sales volume. Integralism is ideal for addressing the money forces. It offers exceptional fertile territory for thoughts, growth and exploration. With a pervasive cultural emphasis on the technical and the objective, integralism offers ballast. Moreover, integralism tends away from argumentative bickering as part of its approach.


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