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Future of Planning Blog

Future of Planning Blog. July 16, 2010 by Richard Wagner, JD, CFP. When it comes to money, this is a vital distinction. We put the client ahead of ourselves. We don’t produce just because a sale is made. We produce because we have served the client’s best interests especially when the client has trusted us to tell them what those best interests are. Another truth, if you. And we need to tell the story. What of those who have cheerfully committed to placing their client’s interests ahead of their own?

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Future of Planning Blog. July 16, 2010 by Richard Wagner, JD, CFP. When it comes to money, this is a vital distinction. We put the client ahead of ourselves. We don’t produce just because a sale is made. We produce because we have served the client’s best interests especially when the client has trusted us to tell them what those best interests are. Another truth, if you. And we need to tell the story. What of those who have cheerfully committed to placing their client’s interests ahead of their own?
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Future of Planning Blog | futureofplanning.wordpress.com Reviews

https://futureofplanning.wordpress.com

Future of Planning Blog. July 16, 2010 by Richard Wagner, JD, CFP. When it comes to money, this is a vital distinction. We put the client ahead of ourselves. We don’t produce just because a sale is made. We produce because we have served the client’s best interests especially when the client has trusted us to tell them what those best interests are. Another truth, if you. And we need to tell the story. What of those who have cheerfully committed to placing their client’s interests ahead of their own?

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futureofplanning.wordpress.com futureofplanning.wordpress.com
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The Future of Financial Planning is the Future | Future of Planning Blog

https://futureofplanning.wordpress.com/2010/04/19/the-future-of-financial-planning-is-the-future

Future of Planning Blog. Laquo; Your 2010 First-Quarter Self-Review. 8220;Regulation” v. “Free Market”. The Future of Financial Planning is the Future. April 19, 2010 by Richard Wagner, JD, CFP. Then, that thought settled into making sense. It occurred to me that, in fact, financial planning is mostly about the future. The phrase was an appropriate connection between current work and visioning and the anticipated fruits of a job well done. It was not mere circularity. In that future, money is a big doggo...

2

“Regulation” v. “Free Market” | Future of Planning Blog

https://futureofplanning.wordpress.com/2010/06/15/regulation-v-free-market

Future of Planning Blog. Laquo; The Future of Financial Planning is the Future. 8220;Regulation” v. “Free Market”. June 15, 2010 by Richard Wagner, JD, CFP. An old friend is back in the news. Once again, we hear a lot of jabber about our economic system and whether we should have more regulation or more freedom from regulation. I suggest that financial planners are uniquely positioned to provide special perspective on the issues. The question is what to do with this? I want to encourage you to sign up fo...

3

Stepping Up | Future of Planning Blog

https://futureofplanning.wordpress.com/2010/07/16/stepping-up

Future of Planning Blog. Laquo; “Regulation” v. “Free Market”. July 16, 2010 by Richard Wagner, JD, CFP. When it comes to money, this is a vital distinction. We put the client ahead of ourselves. We don’t produce just because a sale is made. We produce because we have served the client’s best interests especially when the client has trusted us to tell them what those best interests are. Another truth, if you. Ought that not be trumpeted and promoted? There is a price to be paid for permission to play fas...

4

Richard Wagner, JD, CFP® | Future of Planning Blog

https://futureofplanning.wordpress.com/author/richardwagnerfpa

Future of Planning Blog. Posts by Richard Wagner:. July 16, 2010. June 15, 2010. 8220;Regulation” v. “Free Market”. April 19, 2010. The Future of Financial Planning is the Future. FPA's Executive Director/CEO. Message of the Week. Tip of the Month. Uncertain Times Series – VLC. Ed Jacobson, PhD. Richard Wagner, JD, CFP. Future of Planning Site. All Things Financial Planning Blog (Consumer-facing). Blog at WordPress.com. Future of Planning Blog. Create a free website or blog at WordPress.com.

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Future of Planning Blog. July 16, 2010 by Richard Wagner, JD, CFP. When it comes to money, this is a vital distinction. We put the client ahead of ourselves. We don’t produce just because a sale is made. We produce because we have served the client’s best interests especially when the client has trusted us to tell them what those best interests are. Another truth, if you. And we need to tell the story. What of those who have cheerfully committed to placing their client’s interests ahead of their own?

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