FINANCIAL ADVISORS: ARE YOU AN EXPLAINER, ELUCIDATOR OR ENCHANTER?

by Tim Maurer

Not all financial planning—or financial planners—are equal.

The Certified Financial Planner™ Board has done much to standardize a substantive base level of knowledge for aspiring advisors. But the value of knowledge is vastly diminished without the ability to inspire understanding.

This is where organizations like the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA) have helped advisors bring their knowledge to life in the form of understanding, encouraging the employment of second-order thinking on behalf of our clients.

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