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PFP1728 - Preparing for the Future

‐ Jun 13, 2017 1:45pm

The financial planning profession is entering a period of hyper-fast evolution, which will make the next 10 years crucial for the survival and prosperity of today's practitioners. This session will lay out ten things that you must pay attention to, and how to handle each transition in the coming years.

Attendees will learn:

  • How to create collaborative (rather than authoritarian) client relationships.
  • How to capture market share from auto-ACATs technology and the influx of brokers into the advisor space.
  • How to transition fee/revenue models to appeal to middle-market clients.




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