Sound Off!
I wanted to pass along word that the Financial Planning Association has asked me to give a general session talk at its 2006 conference, to be held this coming October. The meeting, one of the most prominent on the industry’s annual calendar, draws several thousand attendees from throughout the financial planning universe. The subject of the talk will be an outside-in view of how people like you and me – i.e. clients or prospective ones – view the standards and practices of the planning profession: What do we most need or want from an adviser? What are the biggest civilian concerns about the business? How can a financial adviser best serve our interests? What don’t we like, or understand? I intend to do a good deal of original research and reporting in connection with this talk, and I thought I’d start with you. Please drop me a line with any thoughts, questions, or suggestions you think ought to be brought to the attention of the assembled crowd. You can email me at LeeEisenberg@TheNumberBook.com. Thanks!