Financial Planning Magazine Likes Rick’s NAPFA Talk

by | May 23, 2014 | *Financial Awakenings, Fee Only Financial Planning, In The News

counseling-coupleIt’s a myth to think financial planners can motivate clients to change. This topic from Rick’s recent talk at the spring conference for the National Association of Personal Financial Advisors (NAPFA) was cited in Financial Planning magazine.

Ann Marsh and Ingrid Case, in a May 19 article, listed Rick’s advice as one of the “9 Smartest Things Heard at NAPFA.” You can read their piece here.


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