SOBRE ESTE EPISÓDIO
Dennis J. Moore is the CEO of the Financial Planning Association (FPA), the leading membership organization and trade association for CFP professionals and others involved in the financial planning process. Under his leadership, FPA helps financial planners grow through practice support, education, advocacy, and professional networking while advancing the profession. Dennis brings more than two decades of service to the FPA, including roles as Chief Operating Officer, Interim CEO, National President, and local chapter leader. A CFP professional and former wealth management executive, he has gained recognition in publications such as InvestmentNews 40 Under 40 and FA Magazine's 10 Young Advisors to Watch.
In this episode…Financial planning continues to be widely misunderstood as little more than investment management. Meanwhile, financial professionals are navigating increasing disruption from artificial intelligence, social media, and evolving client expectations. To remain relevant and competitive, the profession must attract and develop a new generation of advisors while clearly demonstrating the enduring value of trusted, human-centered relationships. How can financial planning continue to evolve while keeping trust and personal connection at its core?
Dennis Moore, a certified financial planner and association executive, explains that strengthening the profession begins with supporting advisors through education, advocacy, networking, and practical business resources. He encourages firms to focus on behavioral skills alongside technical expertise, embrace AI as a tool to improve efficiency rather than replace advisors, promote financial literacy, and create stronger pathways for students and career changers to enter the profession. Dennis also emphasizes staying disciplined around organizational priorities, building meaningful professional communities, and continually reinforcing the human value financial planners bring to clients.
In this episode of The Customer Wins, Richard Walker interviews Dennis J. Moore, CEO of the Financial Planning Association, about strengthening the financial planning profession through leadership, education, and human connection. Dennis discusses attracting the next generation of financial planners, using AI to enhance advisor-client relationships, and maintaining strategic focus while growing a mission-driven organization.
