One of the ways for us to become better planners is to better understand change.
The relationship between the financial services industry and professionals is going to change.
Critics predict disaster, but time is on the side of authentic professionals.
“Mystery creates wonder and wonder is the basis of man’s desire to understand.” —Neil Armstrong
The profession needs to take an expansive view of financial planning’s potential.
Advisors have yet to earn proper respect in finance and public policy.
It has nothing to do with competency, but call a ‘salesman’ a salesman.
The best we advisors can do is guess intelligently and put those ideas to work for clients.
People still don’t ultimately know what they will get when they work with a financial planner.
Financial planners need to grow up and demand what is rightfully theirs.
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