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Old September 6, 2001, 03:44 PM
Mitch Austin
 
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Default The Future of Financial Planning

This question is aimed at Dien but anyone can jump in. There seems to be a lot of interest in investing on this sight recently and with the ups and downs of the market, new technologies coming out daily, information at your finger tips, etc., I was wondering where everyone felt the future of financial planning was heading. You see I am very close to obtaining my CFP Certified Financial Planner designation and was exploring what direction I should head in for developing a financial planning business. There are tons of so called advisors, representatives, consultants, brokers, etc. who are just selling their hot product of the moments just looking for the transaction to make a buck. Then you have the fee based planners who are only looking for individuals with $500,000 minimum to play with. What are some thoughts on a financial process which provides the knowledge but leaves the individual alone, if he wishes, to invest without all the fees and expenses? What are your thoughts on how this should be done?

Mitch Austin
 


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