What are we missing in our assumptions around planning, our practices and the future? What important out-of-the-box issues aren't you hearing about in the press and at conferences?
At a conference I organized in Dallas a few months ago, I asked an all-star panel to consider the question. Panelists included Dallas advisor Richie Lee, arguably the leading out-of-the-box thinker in the NAPFA community; Jim Shambo of Lifetime Planning Concepts in Colorado Springs, Colo., one of the leading thinkers at the AICPA's annual personal financial planning section conferences; and Dennis Stearns, the Greensboro, N.C., advisor who frequently presents on futurist topics. They identified key areas in which advisors may be missing the mark.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access