While most people start their day with a hot cup of java and the morning paper, I prefer to read my email first. This morning, I was pleasantly surprised to read that noted financial editor, Bob Veres, (www.bobveres.com) featured my recent speech to the FPA Retreat on “Who’s Planning For The Planner.”
Bob started his e-column, titled “Trading Places,” by saying, “I’ve been thinking a lot lately about a presentation at the recent Retreat in Ft. Lauderdale, and I’ve come to the conclusion that Rick Kahler, of Kahler Financial Group in Rapid City, SD, is right. He argued that financial planners ought to be hiring outside professionals to do the planning work for themselves and their own families.”
Bob must have been listening very closely, as he darn near quoted the presentation word for word! He concluded his column by saying, “I think this may have been one of the best pure practice management sessions I’ve ever attended in the profession, even though it contained barely a word of traditional practice management advice.”
Wow! Coming from Bob, someone whose opinion is highly respected in our profession, that warmed my heart even more than my morning cup of coffee!