The Most Important Profession in the 21st Century

Published: Feb. 10, 2017, 6:08 a.m.

b'For this week\\u2019s episode\\xa0I sat down with Richard B. Wagner, JD, CFP\\xae to discuss financial planning as a noble profession. \\xa0I should note: Dick has been a thought leader since the 1980s \\u2013 when financial planning looked quite differently than it does today. He has served in leadership roles in\\xa0the IAFP and the Institute of Certified Financial Planners\\xa0and he has also served on countless committees and task forces including the\\xa0CFP Board of Standards.\\nDick has been one of the most influential voices throughout the decades and\\xa0in 2003 he received the P. Kemp Fain Award. He has written several books on our profession\\xa0(most recently\\xa0Financial Planning 3.0) and\\xa0one of his most influential pieces has\\xa0challenged and\\xa0inspired us for almost three decades.\\nDick wrote \\u201cTo Think Like a CFP\\u201d\\xa0for the Journal of Financial Planning back in 1989 and today I\\u2019m excited to share my conversation with him about that pivotal moment\\xa0with you.\\n\\n\\u201cI think it\\u2019s a shame that financial services companies believe [financial planning] is a great sales tool\\u2026 rather than seeing it for all the spectacular abilities that it has and the spectacular needs that it must fill.\\u201d\\nFinancial Planning 3.0: Evolving Our Relationships with Money\\nGeorge Kinder of\\xa0The Kinder Institute of Life Planning\\nSudden Money Institute'