The Words of Your Colleagues

Peck, Maureen
November 2002
Journal of Financial Planning;Nov2002, Vol. 15 Issue 11, p10
Academic Journal
This article presents the author's opinion on the challenges facing the Financial Planning Association (FPA), as of November 2002. In the December Personalities, readers will get acquainted with incoming FPA president David Yeske. Two factors have helped shape his practice. First of all, his commitment to the core--comprehensive financial planning--has led him to establish a network of professionals from which he pulls in the expertise of other disciplines. Second, the joy he finds in working with his clients has kept him focused on a small practice--only a few staff and a 90-client limit--making through use of his technological systems to offer optimum service. The heart and soul of financial planning, according to Yeske, lies at its source, the individual planner who has gradually grown and developed, refined and defined, his or her own practice. From these roots the profession has evolved. It comes as no surprise that the market has posed a challenge for planners and their clients. Those clients who have not given up are uneasy and struggling to hold the line. The new prospects who join the client ranks bring with them a new mentality, with what planners see as some healthy shifts.


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