 |
The Exceptional Advisor PodcastAuthor: Investments & Wealth Institute Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Two Credentialing CEOs on the Future of Advice
Episode 7
Monday, 13 July, 2026
K. Dane Snowden, Chief Executive Officer of CFP Board, joins Investments & Wealth Institute CEO Sean Walters for a wide-ranging conversation on where the financial planning profession is heading. Two association leaders who have spent their careers building standards for the advice profession, Snowden and Walters cover AI's four possible futures, the problem of finfluencer noise, why the psychology of financial planning is the profession's most defensible skill set, and what it will actually take for advisors—new and experienced—to serve clients well in the decade ahead. Their conversation covers: AI as a tool, not a replacement. CFP Board's working group mapped four AI scenarios for the profession. The most likely outcome blends two of them—and in both, advisors who treat AI as a productivity tool rather than a threat are the ones who gain. Finfluencers and fiduciary theater. Plenty of platforms and personalities now market advice as personalized. But many are built around engagement and product sales, not the client's actual interests. The case for specialty certifications. Why CFP Board added the Certified Investment Management Analyst® (CIMA®) to the accelerated education path and why the profession's future isn't fewer specialists but more advisors whose specialized expertise is grounded in a holistic, ethical framework.
