For years, I’ve struggled with what to call myself…wealth manager, financial advisor, Family CFO, etc., but what I really am is a financial planner. I think it’s time to take that name back from individuals who are focused on selling a product instead of advocating a process.
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Thought you might be interested in this: http://www.kitces.com/blog/index.php?/archives/36-State-Farm-backs-away-from-CFP-designation.html
Seemed fitting after listening to your audio post
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