We’re pleased to share this special interview from FPA Live, courtesy of the Financial Planning Association.
In this conversation, Bill Carter, a trailblazer in financial planning and a central figure in the merger of the IAFP and ICFP that formed FPA in 2000, reflects on one of the most pivotal moments in the profession’s history. Bill shares behind-the-scenes stories from the merger, offering a thoughtful perspective on the tensions, philosophies, and leadership that shaped this unifying move.
The discussion explores what drove the merger, what has remained true to FPA’s founding vision, and the leadership lessons that today’s members can carry forward as FPA looks ahead to the next 25 years.
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