'Making of the Profession' Roundtable: the Public's Memory, the Public Benefit, a Profession's Foundation--and Where You Go from Here

Lee, Shelley A.
February 2007
Journal of Financial Planning;Feb2007, Vol. 20 Issue 2, p22
Academic Journal
The article presents an interview with financial advisors Jeanne Robinson, CFP, Charles G. Hughes, CFP, Tom Bradly, and Tom Potts, Ph.D., CFP. The interview mainly focuses on professionalism and professional status in the realm of financial planning. Some of the specific topics are the public's memory of financial planning's sales roots and its effects on the profession, whether people have any way to know what financial planners really are, and what realities the next generation of financial planners, with no memory of sales roots, are facing. INSET: 10 Questions Awaiting Answers.


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