Working on my new book about financial planning forced me to think hard about an important question: What do planners most need to know in order to be successful at providing great value and service to their clients, and succeeding personally and financially as professionals?

I believe there are several points to be aware of. First, a growing number of you are already acting as professionals, which means that, by your actions, you’re creating an ethos that will, in the near future, coalesce into a real profession.

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