An Origin Story of Financial Planning With Ben Combs (Ep. 51)

An Origin Story of Financial Planning With Ben Combs (Ep. 51)

Can you imagine a time when having a financial advisor was strange? Someone who could help you target your financial struggles and identify solutions may have existed but getting a degree in financial planning? Focusing your career on this new industry?

It was a whole new world back in 1973.

In this episode, Matt Ackermann is joined by one of the first CFPs and a pioneer of the financial industry, Ben Combs. Ben shares his journey from being one of the first graduates of the Certified Financial Planners program in 1973 to becoming a successful financial planner, discussing the challenges he faced in transitioning from product selling to problem-solving, the importance of building relationships, and the evolution of the industry.

Ben focuses on:

  • Why he joined the International Association for Financial Planning in 1971
  • How he felt shifting from a salesman to a financial planner and the reaction others had to his transition
  • How a lack of community in the beginning impacted early advisors and why he encouraged growth and support
  • His proudest moment while in the industry
  • And more

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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

Ben Combs is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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