{"id":7152,"date":"2025-01-20T16:57:50","date_gmt":"2025-01-20T16:57:50","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/defending-financial-planners-and-building-the-4th-great-profession\/"},"modified":"2025-01-20T16:57:50","modified_gmt":"2025-01-20T16:57:50","slug":"defending-financial-planners-and-building-the-4th-great-profession","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/defending-financial-planners-and-building-the-4th-great-profession\/","title":{"rendered":"Defending \u201cFinancial Planner\u201ds and Building the 4th Great Profession"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\/defending-financial-planners-and-building-the-4th-great-profession\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\/defending-financial-planners-and-building-the-4th-great-profession\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:160px;\" class=\"podcastdotco-player podcastdotco-player--episode\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/E7BCCuwUYtc?enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In This Episode<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.linkedin.com\/in\/jamesleecfp\/\" rel=\"noreferrer noopener\" target=\"_blank\">James Lee<\/a>, the new President of the <a href=\"https:\/\/www.financialplanningassociation.org\/\" rel=\"noreferrer noopener\" target=\"_blank\">Financial Planning Association<\/a> (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 \u201cfinancial planner\u201d. 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\u2019re a financial planner, I think you\u2019ll agree James is exactly who you want advocating for you.<\/p>\n\n\n\n<p><strong>Resources From This Episode:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.leemgt.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">Lee Investment Management<\/a> &#8211; James is also the President of an RIA in Saratoga Springs, NY<\/li>\n\n\n\n<li><a href=\"https:\/\/blog.blueleaf.com\/the-future-of-financial-advice-more-like-netflix-or-a-vending-machine\/\" rel=\"noreferrer noopener\" target=\"_blank\">The Future of Financial Advice<\/a> &#8211; Episode 4, A bird\u2019s eye view with the NAPFA CEO Geoffrey Brown.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In This Episode 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 \u201cfinancial planner\u201d. He talks about his own values and&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7153,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[61,59,51],"class_list":["post-7152","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-advisor-tips","tag-client-service","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7152","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7152"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7152\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7153"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7152"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7152"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}