Since his 1990 essay, “To Think Like a CFP”, until his passing in 2017, Wagner led the movement for financial planning’s future. Chapter six of Financial Planning 3.0 is reproduced here.
Marie Swift Offers Marketing Tips
Bob Veres reports:
“Marie Swift hit home saying the advisors who provide the most value tend to be the least aggressive marketers.”
Sara Grillo Challenges the Industry to be Transparent
In this podcast Sara drills down on what transparency means for advisors and their clients.
Fiduciary Care is How We Would Treat Our Mother
Too many new rules undermine the principles – Based fiduciary standard; here is how Scott MacKillop says we should think about fiduciary
No fee model is perfect: RIA Summit 2022
It is important for people to understand that different fee models may benefit certain people more, thus advisors must explain what services are being provided
What We Learned in Fiduciary September
Knut discusses emergent themes in 2022’s Fiduciary September, which emphasizes state and private sector leadership amid SEC failure.
