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.

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