It is a decent first cut when trying to figure out if someone you don’t know is really a professional financial planner. Do they act like true fiduciaries even if not required to do so?
I don’t care how you are licensed. I care about how you conduct yourself. There are many bad apples out there, of course. But make no mistake, the core of the profession is strong and relentless in its efforts to do right by clients, even if the core is small in number relative to the financial services industry at large.
I’ve been to 14 retreats, but I’ve never written about one. This one really was one to remember. I know it may just be wishful thinking on my part, and I am probably making a statement about this too early, but who knows. It feels like it reflects a shift in momentum the profession needed.
Dan Moisand, CFP, has been featured as one of America’s top independent financial advisors by Financial Planning, Financial Advisor, Investment Advisor, Investment News, Journal of Financial Planning, Accounting Today, Research, Wealth Manager and Worth magazines. He practices in Melbourne, Fla. You can reach him at [email protected].