Financial Advice Pioneer's Message Is Still Relevant

Earlier this year, the US Financial advice profession lost one of it’s true pioneers. Richard B Wagner was among a handful of financial advisors who bridged the gap between the first generation of idealistic planners and played a major role in its evolution as a true profession. He helped conceive the financial life planning movement and expanded the frontiers of an emerging profession. During that period, financial life planning was transformed from an esoteric aspect of what advisors did into the mainstream. The messages he espoused are as relevant to advisers today as they were when he first introduced them over 30 years ago.