"...Like a CFP" conversations, Richard B. (Dick) Wagner WritingsTo think… like a CFP®Many of you have read this article in the FPA Journal in 1990. Many ... Read More
Dick Wagner Tribute, Financial Planning 3.0, Profession, WritingsTo Move Beyond Financial Planning 2.0, Examine the Unexamined Part 2This is written by our Fellow Don St. Clair. To read the first part ... Read More
Emotional Intelligence, Profession, Psychology, Wisdom, WritingsHonoring our lost Finology FellowIt is with a heavy heart that we recognize and honor Finology Fellow, Ed ... Read More
Dick Wagner Tribute, Financial Planning 3.0, Finology, Wisdom, WritingsTo Move Beyond Financial Planning 2.0, Examine the UnexaminedFull disclosure: Dick Wagner and I were friends. We were colleagues and collaborators. And ... Read More
Fiduciary, Money, Profession, Richard B. (Dick) Wagner Writings, WritingsA Week In Our LivesA Week In Our Lives By Richard B. Wagner, JD, CFP® October 9, 2008., ... Read More
CFP Practitioner, Fiduciary, Financial Planning Association, Finology, Money, Richard B. (Dick) Wagner Writings, Video, WritingsRichard Wagner at Portland’s Mid Winter Conference 2016 ... Read More