Defending “Financial Planner”s and Building the 4th Great Profession
Update: 2023-04-28
Description
James Lee, the new President of the Financial Planning Association (FPA) explains why financial planners are the 4th great profession alongside doctors, lawyers, and clergy. James talks about his advocacy for of financial planning and specifically mounting a legal defense of the term “financial planner”. He talks about his own values and practice led him down this path. And he shares his vision for the future of the profession. If you’re a financial planner, I think you’ll agree James is exactly who you want advocating for you.
Resources From This Episode:
- Lee Investment Management - James is also the President of an RIA in Saratoga Springs, NY
- The Future of Financial Advice - Episode 4, A bird’s eye view with the NAPFA CEO Geoffrey Brown.
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