When Kevin Keller took the top spot at the Certified Financial Planner Board of Standards in 2007, the organization, then based in Denver, was facing a crisis of confidence among many planners throughout the industry.
It didn't help that when Keller arrived, the organization was on its seventh CEO in as many years.
Now, nearly five years after relocating to Washington with a staff of just five, the CFP Board now carries an employee count of about 60, the number of certificants has soared, and the organization is actively engaged in the policy debates that figure to shape the regulatory landscape of the industry.
In an exclusive interview with Financial Planning, Keller talks about how far the organization has come, where it's going, and how it plans to further the professional stature of the financial-planning industry. Read more >