|Lay Leaders Applaud Marv Tuttle Long-time Director of FPA; Reflect On His Career As A Great Leader, Advocate for Standard of Care, and Thought Leader|
|Friday, August 24, 2012 17:15|
Past lay leaders of the Financial Planning Association (FPA) are praising Marv Tuttle who this week announced that he will retire in October as head of one the nation’s largest professional associations for those who hold themselves out to be financial planners.
Tuttle, who has been the executive director of the FPA since its founding in 2000, announced earlier this year his plan to retire in 2014, but this week he unexpectedly moved up his retirement date by two years. (He will step down officially during the FPA’s annual general membership meeting in October.)
To be sure, there will be in the coming weeks and months plenty of advisors and association professionals who will praise Tuttle’s work as executive director and CEO of the FPA over the past 12 years. But we wanted to be among the first to capture their thoughts for – if nothing else – posterity.
Dan Moisand, CFP, the 2006 president of the FPA
Marv Tuttle is an excellent association executive and leader but he is an even better person. I was on the board when he took over for Janet McCallen (the former executive director of the IAFP). The post 9-11 economy was still affecting FPA’s finances, chapters had varying levels of autonomy and some were fighting among themselves and/or with national, some people wanted to unwind the merger between ICFP and IAFP, the staff was figuring out if it wanted to move to Denver, the CFP Board was on that run of awful CEOs and many wondered if FPA would, could, and should continue to support the marks. To say there were challenges would be an understatement. Today, FPA has gotten past those things, successfully protected the ’40 Act from being weakened through its suit over the broker dealer exemption, has a voice in Washington, is better able to tackle the challenges facing the planning profession, and is in such good shape that the board has, with great confidence, already tapped his replacement from within. Overcoming adversity and challenges, making significant progress toward important goals, and assuring the organization can survive one’s departure are the marks of a great leader.
Tom Potts, Ph.D., CFP, the 2010 president of the FPA
Marv has obviously had a long and successful career at FPA and ICFP. Several things stand out about his service and accomplishments. One of Marv’s greatest attributes is his openness. By this I mean he is open to new ideas, inquisitive and a great listener. He is also very loyal to his staff, the board, FPA members and to the profession. The high points that I remember include the development of the FPA Standard of Care, the creation of Financial Planning Days and the reaffirmation of FPA’s support for the CFP.
Dave Yeske, Ph.D., CFP, the 2003 president of the FPA
Marv straddled so many important threads in this profession that it's hard to know where to begin. I look forward to many appreciations in the coming weeks and months, because so much of what Marv did was carried out quietly in the background.
Share your recollections of Marv’s career with the ICFP and FPA below.
This Website Is For Financial Professionals Only