"The late Loren Dunton (1918-1997) was America's great financial planning visionary. In 1969 Dunton expressed his belief (in published writing) that consumers would need improved personal financial education and qualified financial professionals would also be needed to assist in protecting them and to help them to achieve their future financial goals. Dunton later wrote, 'Financial education is the learning part. Financial planning is the doing part.' As long as civilized society requires these, Loren Dunton's legacy will continue. Thus qualified financial professionals will protect consumers and assist them in obtaining their financial objectives."
Forrest Wallace Cato writing in
Financial Planning Magazine
Loren Dunton
"America's Financial
Planning Visionary"
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Famed speaker Les Anderson, MBA, RFC, (left) and Forrest Wallace Cato (right). Les directed sales for some of the financial industry's largest institutions. Les is the author of The Product Is You. Anderson is currently a leading professional speaker and sales trainer. Cato is a regular platform presenter at the famous sales training Insurance Pro Shop, directed by Lew Nason, LUTC, FMM, RFC. The Insurance Pro Shop works with financial advisors from thirty-two countries. Cato is highly booked for his talk entitled "How To Avoid Being A Financial Planning Clown!"
Financial Services Industry Testimonials and Endorsements...
"As an organization that helps protect financial advisors nationwide we can attest first hand that Wally Cato has the experience and expertise to assist any financial professional in building a stronger image. His twenty-five-plus years of Market Leader Branding for financial advisors make Cato not only effective, but also affordable."
Coast-to-coast, financial advisors are subject to more legal actions than are physicians or any other group. The Financial Advisors Legal Association, under the direction of the dynamic Jerry L. Reiter, is one of the fastest-growing financial professionals associations in America today. Reiter is considered one of the few visionaries in the financial planning industry.
