We hear that the future is bright for personal financial planning services, but that is true only of advisors who are capable of offering a comprehensive service package, and who are adequately preparing for a rapidly-changing future. This session will discuss holistic planning services, the increasingly personal ongoing relationship and the tools that can help you leverage your time and expertise.
The components of a comprehensive planning process beyond tax preparation and planning.
The discovery process, and how that relates to the ongoing service offering.
A roundup of the types of planning programs that will be essential parts of the future PFP practice’s toolkit.
MSFS, MTAX, CFP, CLU, ChFC, RH,
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Nerd's Eye View | Pinnacle Advisory Group