Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.
George Kinder of The Kinder Institute of Life Planning has had an incredible impact on the development of financial life planning. To hear him speak about the human element within financial planning is inspiring, and absolutely necessary for all planners – whether you’re new to the field, or you’ve been a planner for decades.
On March 30, 2007, the Financial Planning Association made history by winning a lawsuit that vacated SEC Rule 202(a)(11)-1. This forced brokers to become SEC-regulated advisors, and helped to create a division of the two hats in the financial services industry: fiduciary and suitability.
Join us for a story based podcast where we go back in time to the late 90s when the financial planning profession was abuzz with the possibility of something great (and at times unthinkable) that was about to happen. – the merging of professional organizations to create one professional membership organization.
LIVE at FPA Retreat 2018, we’re sitting down with a few of the industry’s most influential leaders to talk about the past, present, and future of the financial planning profession.