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Financial Advisor November 2006 Richard B. Wagner	Engaging The Money Forces Financial advisors' unique challenge is to understand money, and help others comprehend it and engage. This means knowing it thoroughly, recognizing its history and its cultural contexts.
Financial Advisor June 2012 Richard B. Wagner	A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it?
Financial Advisor November 2005 Richard B. Wagner	It's a Heart Thing... Obviously, our craft is important. As financial advisors, we have significance because we help other people have better lives, and we help them and our society work with the money forces.
Financial Advisor February 2007 Richard B. Wagner	Planners In The Church Of The Holy CFP? In making financial planning a profession, are planners emulating the right professionals?
Financial Advisor October 2007 Richard B. Wagner	Financial Planning As A Learned Profession The notion that financial planning might explore its potentialities does not mean that every financial planner must become a scholar any more than every doctor must become a research scientist. Being a part of a profession means every member must master its basic craft.
Financial Advisor November 2011 Richard B. Wagner	Mission And Purpose Financial planners can't make up their minds about what they do, why they do it or for whom it is done.
Financial Advisor January 2009 Richard B. Wagner	From Here To Where? The financial crisis should make us reconsider our fundamental vision of an advisor's role."If I'd asked my customers what they wanted, they'd have said a faster horse." -- Henry Ford
Financial Advisor February 2012 Richard B. Wagner	Fish Soup Or Aquariums? Financial advisors are essential for creating optimal environments for individuals and societies.
Financial Advisor April 2010 Richard B. Wagner	Garden Of Knowledge The profession of financial planning needs more words to help people understand it.
Financial Advisor July 2007 Richard B. Wagner	Now What? With FPA's win in its lawsuit against the SEC, financial advisors need to reflect on what that means for the profession.
Financial Advisor March 2011 Richard B. Wagner	'Thinking Big' About Our Work Advisors have a terrific upside if they can embrace the challenges.
Financial Advisor December 2009 Richard B. Wagner	We Need Better Words ... Financial planners' words need to address the relationship between money and the other important aspects of our lives.
Financial Advisor July 2011 Richard B. Wagner	One To The Power Of One The advisor and the client combine in a uniquely powerful and singular relationship. But does anyone truly understand the nature of our work?
Financial Advisor April 2005 Richard B. Wagner	There Is Nothing `Soft' About It What we do as financial advisors requires us to confront clients' deepest fears.
HBS Working Knowledge February 21, 2005 Khurana & Nohria	Is Business Management a Profession? If management was a licensed profession on a par with law or medicine, there might be fewer opportunities for corporate bad guys, argue Harvard professors Rakesh Khurana and Nitin Nohria, and research associate Daniel Penrice.
Financial Advisor February 2009 Richard B. Wagner	Hyperbole? Really? Using hyperbole to talk about our professional destiny is no crime, especially in light of the problems financial advisors face today.
Financial Advisor December 2007 Richard B. Wagner	Claiming And Clarifying Our Turf The advice/sales conundrum in the financial field has taken another twist. Worse, it is no longer an intra-profession struggle but a direct conflict between industry and profession.
Financial Planning May 1, 2013 Charles R. Chaffin	Making the Case for CFP Standards While the planning profession has evolved considerably, there is still work to be done.
Financial Advisor September 2009 Richard B. Wagner	Mirror, Mirror On The Wall ... The financial planning community hasn't done enough self-examination regarding the recent crisis. Here are some lessons from the financial fiasco.
HBS Working Knowledge October 8, 2007 Martha Lagace	Management Education's Unanswered Questions Is management a profession? After more than a century of business education, it remains an open question.
Financial Advisor April 2006 Richard B. Wagner	Living Royally In The Land Of The Blind Financial planners need to start taking themselves and their issues seriously. They must begin grasping the full implications of their work, their knowledge and, perhaps most importantly, their vision.
Financial Advisor August 2005 Richard B. Wagner	"00" Interior Skills Movie villains are obvious. In real life, with real money, villains parade as really, really nice guys. When fiduciary advisors can generate trust and confidence and have superior knowledge, they have genuine power over others--whether or not they deserve it.
Financial Advisor April 2008 David Drucker	Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession?
Investment Advisor December 2005 Bob Clark	Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out.
HBS Working Knowledge July 5, 2004 Mallory Stark	The Moral Dilemmas of Young Professionals What influences the moral compasses of young professionals? Harvard Graduate School of Education researchers discuss their new book on ethical conflicts faced by generations at the start of their career ladder.
Financial Planning September 1, 2008 Bob Veres	The Price of Going Pro Some financial advisors today believe that by striving to create a profession, they may actually be aiming too low.
Financial Advisor February 2005 Richard B. Wagner	Enigmatic Expectations Financial planners are unique in their work with individuals in attempting to reconcile personal, here-and-now choices with uncertain futures.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Financial Advisor May 2007 Richard B. Wagner	When They're 64 What kind of changes are in store for the financial advisory profession?
HBS Working Knowledge March 7, 2005 Jim Heskett	Should Business Management Be Regarded as a Profession? Thanks to the "ignorance" of those being prosecuted currently, senior managers of public companies are now required to certify their own financial results. Can certification of their ability to manage be far behind?
Managed Care May 2003 Michael S. Victoroff	Keep Politics Out of Examining Room Physicians, like teachers, and clergy, are among those professions that enjoy particular respect. They must preserve equanimity in the face of ephemeral social movements.
Financial Planning March 1, 2007 Galvan et al.	Heart of the Matter When you begin with what matters most to your client-whether the "client" is you, another person, peers or the public -- you are the client -- centered advisor.
Financial Planning August 1, 2005 Kevin Gahagan	Practice Tips The lure of ensemble firms. Has the time come for sole financial planning practitioners to consider a new approach?
HBS Working Knowledge October 1, 2009 Jim Heskett	Can the "Masks of Command" Coexist with Authentic Leadership? In a new retrospective of his work titled The Essential Bennis, leadership guru Warren Bennis raises questions about the nature of leadership that are related to some we considered several months ago in this column.
Investment Advisor February 2008 James J. Green	Visionary George Kinder, financial planner and Buddhist teacher, discusses how life planning and financial planning can come together, fostering a client's economic and spiritual well-being.
Financial Advisor June 2008 John E. Grable	The Engineer, Professor And Planner The allegory that follows is presented to all practicing financial planners in the hope of furthering the discussion of professionalism in the industry.
Investment Advisor February 2010 Bob Clark	Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession.
Investment Advisor April 1, 2011 Steve Luckenbach	The Path to Authentic Client Service Advisors must 'serve,' not 'sell' in order to regain investors' trust and elevate their perceptions of the financial services industry
Financial Planning November 1, 2012 Craig Pfeiffer	Developing New Talent: Better Approach Needed for Training Advisors The profession needs a new training model that attracts and develops the next generation of advisors.
Searcher February 2010 Barbara Quint	Searcher's Voice - Homecoming What drove me into severing my long membership with the Special Libraries Association was its decision to launch its second century by joining the opposition to Google Books.
D-Lib August 2003 Gladney & Bennett	What Do We Mean by Authentic? What's the Real McCoy? Authenticity is among digital document security properties needing attention. Literature focused on preservation reveals uncertainty -- even confusion -- about what we might mean by authentic. This article provides a solid, useful definition that spans vernacular usage of "authentic."
Financial Advisor May 2009 George Kinder	Financial Planning's Historic Moment An opportunity has opened to help create a financial advisory profession that consumers will trust and admire decades from now.
Job Journal July 8, 2012 Peter Weddle	The Time to Start Improving Your Education is NOW! If not, there probably should be. Even if you have years of experience, it only means you know how things used to be done - not necessarily the best way to do them today. Experience bolstered by up-to-date knowledge is an unbeatable combination.
HBS Working Knowledge March 14, 2005	Readers Respond: Should Business Management Be Regarded as a Profession? This [certification of managers] may be the only thing that will save the business community... Although there would be advantages to having certification, I believe that it would be impractical... etc.
Investment Advisor February 2010	Soapbox: Here's What We Were Thinking The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice, but not so glad of his inability to let go of the past.