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Sunday, June 25, 2017
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It’s in your interest to join a real professional association

Professional associations serve the public interest, not their members. Planners and groups that don’t understand this don’t serve anyone particularly well.

Everyone must be clear on what becoming a profession means

The industry can’t keep moving towards professionalisation as long as there is great misunderstanding of the definition and consequences of that label. Robert M.C. Brown writes.

FPA's lesson plan for FASEA's new education standards

FASEA, the new standards body, launches in July. The FPA, fresh off its National Roadshow, has some recommendations for how the board can approach requirements for education.

New standards will need to adapt to the times, just like advisers

The coming educational requirements will force advisers and the industry to change. But the standards themselves will need to be adaptable as well.

The life-first adviser and how to be one

Client-centric advice is the key to success. You can provide it by asking the right questions, listening to the answers, and shifting away from product sales.

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