The following interview was respectfully submitted by James Lee CFP®
I’ve been actively involved with the leadership efforts defining elements of the financial planning profession, and charting its course on a national level for a long time. This has provided me with the opportunity to work closely with many of the finest minds in our profession. Several of the leadership roles in which I’ve served have been visible and known to the public, others have required quieter navigation. Within professional leadership circles, I’m quite well known. I’ve been invited to consider taking top level leadership roles in the profession on many prior occasions, but had declined. Last year some friends reached out again to encourage me to step up, and I decided that the time was right. Also, I think I’m uniquely positioned to bring a distinct perspective to the issues facing the profession today. CFP® Board receives a large number of volunteer applications and there is a lengthy and thorough vetting process, interviews, and ultimately an election. Then I received a phone call congratulating me on being one of the five new Directors elected to take a seat on CFP Board in 2015. Your readers can learn more about CFP Board, and my fellow directors at www.CFP.net.
Here you will find the power point presentations for both presentations given by Carolym McClanahan this Thursday, September 24th at 8:00am
Register now to attend the advanced technical conference for CFP® professionals – the FPA Annual Conference – BE Boston 2015 that will be held on September 26-28 to gain new practice management knowledge, skills and resources. The schedule is jam-packed with insightful sessions that will help attendees be more knowledgeable professionals and better business owners. A Business Consulting Lounge will be available for attendees to schedule appointments to meet with some of the profession’s best consultants and coaches! It will be a great opportunity to talk about your business challenges and gain valuable insight into marketing, technology, success planning, business planning and much more. Registration is open and members can now save with terrific early bird pricing. Advanced pricing ends on August 14. Register today!