Lessons from FPA

...Brandon, who is co-author of The History of Financial Planning, started our meeting by handing me a sheet of paper that outlined new challenges for the profession. "A second financial planning revolution is emerging," he said. "We now have 120,000 CFPs in 20 nations who are skilled and educated. They will be frontline soldiers in building a better ownership society."

That society will be built, in part, through education, he continued. "There is a huge need for more financial literacy and maturity," he said. "Now is our chance to build good habits." Although much research has demonstrated the difficulty of changing any kind of habit, Brandon was unfazed. He built his practice, he said, around "a real-world concept of life." Growth and change are part of the deal...

Financial Planning: Lessons from FPA