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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 October 2008 Richard B. Wagner	Mission, Meaning And Purpose There it was, again. "The Question." Posted right there on the April cover of Financial Advisor magazine for everyone to see. It mocked and cajoled, "What makes a profession, and will we ever meet that standard?"
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 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 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 June 2012 Richard B. Wagner	A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it?
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 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.
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 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 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 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 2010 Richard B. Wagner	Let's Chat Because the phrase "my money" is an oxymoron.
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 April 2008 Richard B. Wagner	What Is Money ... At the end of the day, what do even we know of money? How does it function? Who invented it? How did it develop, historically? How did money get to be as it is today? As financial planners, what ought we to understand of it?
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.
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 May 2007 Richard B. Wagner	When They're 64 What kind of changes are in store for the financial advisory profession?
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 2010 Richard B. Wagner	Garden Of Knowledge The profession of financial planning needs more words to help people understand it.
Investment Advisor November 16, 2010 Olivia Mellan	Future Imperfect Six pioneering advisors and observers present a likely view of the essentially unknowable. I asked several well-respected thinkers and planners about the most significant challenges that financial advisors will face.
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.
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.
Investment Advisor September 2007 James E. Kearney	No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future.
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 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 October 2012 Richard B. Wagner	Try A Little Gratitude Money is humanity's most profound creation. Isn't some appreciation in order?
Financial Planning June 1, 2012 Bob Veres	Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning.
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 August 2005 Fowler & Rattiner	Averting Disaster A new archetype in financial planning is needed for individual investors.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
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.
Financial Advisor November 2004 Richard B. Wagner	A Future Think Conversation Financial advisors should think about clients, people, and our collective futures.
Financial Advisor May 2011 Matt Greco	High Anxiety Rich and poor are worried about money. A group of financial planners and psychotherapists has formed to discuss issues of common interest.
National Defense June 2012 Kerner & Thomas	Efficiency and Conservation Not Enough to Achieve Energy Security The Defense Department has a choice: Continue to exclusively chase efficiency and conservation, or direct resources toward building resilience.
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?
Financial Planning October 1, 2012 Ann Marsh	Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights.
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 November 1, 2008 Jeanne Lee & Marion Asnes	Markets Under Siege Now that familiar Wall Street landmarks are gone, advisors are trying to determine what the new, brutal market environment will mean for their businesses, what may happen next and how it might affect their client relationships.
Financial Planning December 1, 2008 Bob Veres	Hello, Future One lesson that has come out of this current crisis is that it has reinforced the value of a comprehensive financial planning relationship.
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 August 2010 Roy Diliberto	An Elusive Profession Work still needs to be done so that clients, regulators and the media view and understand us for what we -- financial planners -- are.
Financial Planning March 1, 2013 Ann Marsh	Planning 2023: 12 Trends to Watch Here's what to expect from the financial advice profession and your clients. Trends to watch include discussion of data security, artificial intelligence, and the evolution of crowdfunding.
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.
Financial Advisor December 2009 Mitch Anthony	The Next Generation Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession.
Financial Planning February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
Financial Planning November 1, 2005 Bob Veres	Integrity Rules If you get right to the heart of any successful planner's best advice, chances are you'll hear the word "integrity." When planners aren't totally credible to themselves, they become a little less convincing to their clients.
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning September 1, 2010 Richard Vodra	The Ditmas Test Most financial planners don't examine the numbers in their assumptions and scenarios to see how they would work in the real world. Without this kind of analysis, initially sound projections can spin out of control.