Episode Notes

Bruce and Jeff push hard for answers to the questions we all have about the Financial Planning Association's efforts to turn the financial planner title into a protected and official designation. They talk with FPA CEO and secretary Patrick D. Mahoney about why the current actions were taken, what the process looks like, the plan for the long game, and how this new title will differ from the more than 225 designations that already exist across the financial services industry.

Related Article: FPA to push for ‘financial planner’ title protection

Guest Bio:

Patrick D. Mahoney is CEO and board secretary of the Financial Planning Association.

He is an experienced CEO, association and business leader, and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He is recognized for building and mentoring diverse teams and creating growth strategies that integrate the passion and expertise of an organization's members, volunteer leaders, and employees to meet its goals and mission.

Mr. Mahoney’s career began in product development and management in the United States and Asia, later evolving to sales, marketing, and general management. He has held executive leadership positions with breakthrough global organizations embracing membership value, innovation, growth, and change management, such as the Financial Planning Association and S&P Global Ratings.