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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 March 2011 Richard B. Wagner	'Thinking Big' About Our Work Advisors have a terrific upside if they can embrace the challenges.
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 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 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 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 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 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 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 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 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.
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 May 2006 Richard B. Wagner	Retirement Revisited Here, the author and editor-at-large responds to the message entitled, Preemptive Capitulation: Giving Up On Impossible Retirement Models by CFP Board CEO Sarah Ball Teslik, which was sent to Certified Financial Planners.
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 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 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 November 2010 Richard B. Wagner	Let's Chat Because the phrase "my money" is an oxymoron.
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 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 May 2007 Richard B. Wagner	When They're 64 What kind of changes are in store for the financial advisory profession?
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.
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.
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 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.
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 Planning May 1, 2010 Bob Veres	A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.
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.