Updated Tuesday, July 29, 2014 as of 4:57 PM ET
Practice - Career Advice
Defining 'Real' Planning: Who Are The Real Financial Planners?
Saturday, December 1, 2012
Partner Insights

Here's what they typically come around to saying: Many consumers have had bad experiences with bad commissioned salespeople, and I don't want my own reputation to be associated with those problems. And, yes, many of those harmful folks are now calling themselves financial planners. They've fouled one nest; now they're fouling another. These conversations make my case better than any dialogue I've ever had with planning professionals.

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