Defending “Financial Planner”s and Building the 4th Great Profession

< 1 minute

Last Updated on May 2, 2023 by Connor Prendergast

In This Episode

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.

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