Jeff Benjamin and Bruce Kelly welcome Jon Dauphiné from the Foundation for Financial Planning to discuss his group's call asking for advisers to commit to at least 25 hours of pro bono work a year. He explains why this commitment would be good for advisers, and why it would be good for the industry as a whole. In the second half, Bruce and Jeff chat about an analyst from Bank of America Merrill Lynch who spent over $21,000 on his corporate card for 'adult entertainment'
Interview with Jon Dauphiné - 1:00-16:40
1:00 - About the recent pro bono call
4:00 - The legal field parallel
8:00 - The financial sector's reputation and how this can help
9:15 - Measuring success for this effort and prior efforts
12:15 - How advisers can get started in pro bono work
Using the corporate credit card in the wrong place - 16:15-22:15
Guest Bio: Jon Dauphiné was named CEO of the Foundation for Financial Planning in January 2016, and since then has led FFP’s efforts to support and grow programs linking volunteer financial planners to people in need to provide them with free, quality advice to improve their finances. To boost FFP’s impact, Jon initiated efforts for particularly vulnerable groups, such as the Pro Bono for Cancer Campaign, which assists financially struggling people with cancer and their families.
Related articles:
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
