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Ten Predictions/Future Trends for Advisors

‐ Jan 18, 2016 2:50pm

The advent of new robo-technology plus breakthroughs in asset management and retirement planning research have spurred more evolution in the financial planning space in the past two years than in the past 20 combined. How can you position yourself for the new future of the profession? Attendees will:
• Learn the key trends that are driving the financial planning space, and gain insight into how to respond
• Come away with practice management and technology insights that will make their business more effective
• Learn how to profitably access the blue ocean middle market of potential clients


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