In Case You Missed It:

The CFP Board of Standards is making it easier for investors to spot financial advisors with a questionable past. The change came a day after The Wall Street Journal reported that the Board was not disclosing the disciplinary history of CFP practitioners on its consumer website LetsMakeAPlan.org.

In case you missed it, below is a comedy sketch from John Oliver from HBO’s “Last Week Tonight”. Your clients/prospects may ask you about it so I want all to have seen it. It is about 20 minutes long but worth viewing. Yes, it is funny and irreverent but it does paint our entire industry (even those like you that are doing it right) with a broad, negative brush. It is a window into the perception that many people have of us.

https://youtu.be/gvZSpET11ZY