Today’s episode was one of the keynote sessions at FPA Retreat 2018 and in this session Jack Blankinship, Ben Coombs, Charlie Hughes, and Lew Walker came together to discuss the topic: 45 Years of Building a Profession. These industry leaders walk us through what financial planning looked like many years ago, the changes they’ve seen, and what they’ve learned as a result.

2018 marks the 45th anniversary of the CFP marks and our profession has come a long way in that time. We are encouraged that this profession will continue to grow and evolve, and that you are all a part of it. Together, we need to know we’ve been to understand where we can go! So, here at #YAFPNW, we are excited to bring you several more episodes throughout 2018 on the topic of our shared history – as told by the planning professionals who where there!

I hope you enjoy!

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What You’ll Learn:

  • How “the movement” started 45 years ago to provide true financial planning to clients.
  • How the term “fiduciary” came to be – and what industry leaders did to push for that kind of clarification among financial professionals.
  • How leadership builds leadership – and how that helps us grow.
  • The importance of embracing change in our profession.
  • What people experienced while building this profession from scratch.
  • How we can continue to search for answers in our push to serve clients better, grow our profession, and become better advisors