The Dilemma of Financial Planning

The dilemma in the United States, of course, is that financial planning hasn't necessarily been viewed as a profession in and of itself. "We're dealing with their very deepest fears as well as their most profound aspirations," says FPA President Patrick O'Mara. Every advisor in my office has a box of tissues by the client's chair,. We're talking about very important aspects. It's not just about investment management. It's about their deepest, as I mentioned, fears and aspirations.