A Behind-the-Scenes History of the Financial Planning Profession

This is the story of the slow, painful, exhilarating evolution of the financial planning profession: a small candle of idealism which has, against all odds, defined new standards for financial advice and provided many thousands of consumers with a guided journey from quite financial desperation to prosperity.

It is a history that goes beyond the dry facts and dates and milestones, offering the backstories and the personalities that have shaped the profession over more than four decades-and how they have overcome the many obstacles put in their path by the brokerage industry and the regulators under their control.