The Next Wave of Advice Management

Clients want more transparency, value, and an active role in the planning process. In the Next Wave of Advice Management, we discuss how the standard financial planning process is being implemented differently to create a more personalized, client-centric experience. You’ll learn how to identify the right planning approaches for your clients through the use of investor personas/profiles; how to gain more time and efficiency by identifying the best technology and following repeatable processes; and which financial planning companies are creating the most industry disruption.