When What You See Isn’t What You Get

Rick Kahler, MSFP, ChFC, CFP®, was never referred to as a “widely followed planner” until he voluntarily publicized he was out of compliance with the CFP Board’s fee-only definition. What followed was a 15 month battle to define and understand the Board’s policies. Along the way, What he learned as a result left him questioning the value of the CFP(R) mark, the fee-only branding, and the concept of fiduciary.

Join Rick in a thoughtful discussion as he explores widely held myths around fee-only, the fiduciary standard, and the CFP(R) designation.