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.
Blog
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.”
Will You be My Fiduciary?
On this Valentine’s Day, let’s reflect on the necessity of trustworthy relationships!
The Death of Tyre Nichols and its Lesson for Advice Regulation
The tragedy of Tyre Nichols emphasizes the necessity of transparency and disclosure not just in law enforcement but also in advice for investors.
Sara Grillo Challenges the Industry to be Transparent
In this podcast Sara drills down on what transparency means for advisors and their clients.
Southwest Will Pay for Its Failures, but will Broker-Dealers?
While Southwest faces consequences for their actions will broker dealers share the same fate by failing to comply with Reg BI?
