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Dennis Moore

Dennis Moore

CEO of the Financial Planning Association (FPA), MBA, CFP® professional and longtime advocate for the financial planning profession.

Oct 5, 2026

9:05
So Dennis, if you don't mind, was there anything in the process as you were going through this that you were kind of surprised by or maybe assumptions that you came to the project with?
9:13
You know, I don't think anything I was surprised by.
9:15
I think with, again, with Robert and Jamie and teams, we all had kind of an end vision in mind to be able to shine a light on financial planning and really talk about Talk about financial planning.
9:26
It's not about racial returns.
9:27
It's not about spreadsheets.
9:28
It's about people.
9:29
And that we already talked about that.

15 MINS LATER

24:22
How much of an impact do you think that this is going to have for planners practices, knowing that you're getting pretty reliable information out of this system? I

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