Defending “Financial Planner”s and Building the 4th Great Profession
- E29
- 47:24
- April 28th 2023
James Lee, the new President of the Financial Planning Association (FPA) explains why financial planners are the 4th great profession alongside doctors, lawyers, and clergy. James talks about his advocacy for of financial planning and specifically mounting a legal defense of the term “financial planner”. He talks about his own values and practice led him down this path. And he shares his vision for the future of the profession. If you’re a financial planner, I think you’ll agree James is exactly who you want advocating for you.
Resources From This Episode:
- Lee Investment Management - James is also the President of an RIA in Saratoga Springs, NY
- The Future of Financial Advice - Episode 4, A bird’s eye view with the NAPFA CEO Geoffrey Brown.
The Augmented Advisor
The Augmented Advisor is about Creators and Communicators in Wealth Management.
The podcast is presented by Blueleaf monthly and hosted by John Prendergast.
The show is about creators in Wealth. We tell their stories and try to learn their lessons. We talk about how independent financial advisors can leverage new media in their business and amplify their impact on clients and in the world.
"If you're not communicating, you don't exist" Gary Vaynerchuk
We want you to shine bright.
You can also see our video episodes on YouTube: https://www.youtube.com/@augmentedadvisor
SEND US A STORY: [email protected]
Our Website: https://www.blueleaf.com/
Meet the Host
John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.