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History of Financial Planning 05 - 11 - 2024
MP3•Episode home
Manage episode 425953900 series 1261169
Content provided by TriCord Advisors Podcast and Randy Barkley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TriCord Advisors Podcast and Randy Barkley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. They explore how the industry has changed over time, including the emergence of certified financial planners (CFPs) and the impact of technology. Randy, Jeremiah and Laura provide historical context of financial planning and insights into the future of financial advice. They emphasize the importance of understanding financial designations and fiduciary roles, and stress the need to balance technology with client education and empowerment to ensure financial independence and security.
…
continue reading
229 episodes
MP3•Episode home
Manage episode 425953900 series 1261169
Content provided by TriCord Advisors Podcast and Randy Barkley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TriCord Advisors Podcast and Randy Barkley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. They explore how the industry has changed over time, including the emergence of certified financial planners (CFPs) and the impact of technology. Randy, Jeremiah and Laura provide historical context of financial planning and insights into the future of financial advice. They emphasize the importance of understanding financial designations and fiduciary roles, and stress the need to balance technology with client education and empowerment to ensure financial independence and security.
…
continue reading
229 episodes
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