Join us for a story based podcast where we go back in time to the late 90s when the financial planning profession was abuzz with the possibility of something great (and at times unthinkable) – the merging of two professional organizations to create one: ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Financial Planning AssociationFor this episode, we’re continuing our series on the history of financial planning by bringing together Elissa Buie, David Brand, Dave Yeske, Scott Kahan, Guy Cumbie, Roy Diliberto, and Joe Votava to share their stories on what is simply known by some as “The Merger”.  

I think it’s important to note that this is about much more than just the FPA as a professional organization. As you listen to this episode, I want you to know that we are all part of the same movement to make financial planning a profession. For some, their part is working towards the CFP marks and being counted among the ranks of financial planners with the “one designation.” For others, it is their focus on clients and serving beyond the fiduciary standard – to keep moving our profession forward. And for others, still, it is about taking a stand and being willing to sacrifice things held dear for our profession.

We’re all part of this greater movement and that is extremely exciting to me!

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What You’ll Learn:

  • The progression of our profession and how key groups came together for the profession.
  • How passion and purpose around financial planning helped propel our profession forward.
  • Importance of the CFP(R) Mark to the financial planning profession.
  • The importance of the FPA to the financial planning profession.
  • The challenges both organizations faced throughout the merger
  • How the two organizations put their differences aside to align their vision for the future of the profession
  • What we can take away from the history of the FPA to better understand the evolution of financial planning as a profession and serve our clients