In this conversation, we sit down with Bill Carter, CFP®, a trailblazer in financial planning and a central figure in the merger of the IAFP and ICFP that formed the Financial Planning Association in 2000. Bill shares stories from that pivotal moment, reflects on the tensions, philosophies, and leadership that shaped the profession’s unifying move. We explore what drove the merger, what’s remained true to FPA’s founding vision, and what lessons today’s members and leaders can carry forward as FPA looks ahead to the next 25 years.

This episode of FPA LIVE is sponsored by the American Heart Association’s Professional Advisor Network. Visit www.heart.org/FPA to join today.