The Future of Financial Planning - through the eyes of the millennials
Financial planning is changing rapidly, and only shows signs of speeding up. The next generation of financial planners have begun their takeover of the profession, and we must find a way to pass it down to them while not forcing the recreation of the wheel. During the discussioin, you will hear from a firm owner that employs millennial advisors, a millennial advisor employee, and a millennial firm owner. What do they see as the future of the profession? What do they need to be successful? How will financial planning change under their watch?