Gaining Perspective

I attended the annual NAPFA conference a couple of week ago, which was held in Boston, where I live.  One of the most important sessions featured Kevin Keller, and he spoke about the initiatives and priorities of the CFP Board. Kevin is here today, along with Tom Sporkin, to talk about those initiatives. We’ll also talk about the steps the CFP Board took following an article that appeared in the Wall Street Journal a little more than two years ago. That article cited some problems with the monitoring of infractions by advisors.

Show Notes

I attended the annual NAPFA conference a couple of week ago, which was held in Boston, where I live.  One of the most important sessions featured Kevin Keller, and he spoke about the initiatives and priorities of the CFP Board. Kevin is here today, along with Tom Sporkin, to talk about those initiatives. We’ll also talk about the steps the CFP Board took following an article that appeared in the Wall Street Journal a little more than two years ago. That article cited some problems with the monitoring of infractions by advisors.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.