Preparing for the People-Centered, Technology Enabled, Financial Planning Engagements of the Future
In this presentation, Dr. Loving will explore the relationship between technology and financial planning, with a focus on fintech integration into client interaction to amplify a planner’s impact. The presentation will begin with an introduction to the objectives and an overview of the current fintech environment. The advantages of fintech integration will then be discussed, emphasizing improved efficiency, cost savings, and enhanced client-advisor relationships. Best practices for implementing fintech tools in financial planning practices will be explored, along with common mistakes to avoid. Key takeaways highlight the importance of adopting fintech tools in financial planning practices. The presentation will conclude with a Q&A session and final thoughts on the significance of fintech integration.
Learning Objectives:
- Understand the evolution and growth of fintech in the financial services industry, including key segments relevant to financial planning
- Gain knowledge of the advantages of fintech integration, such as improved efficiency, cost savings for both firms and clients, and enhanced client-advisor relationships
- Learn best practices for integrating fintech tools in financial planning practices, including assessing firm needs, determining appropriate technologies/tools, and avoiding common pitfalls associated with fintech adoption
