I usually attend at least 10 financial planning conferences a year, and each time it feels as if I’ve suddenly been transported back to the early 1980s. Our profession has made amazing progress in technology. The practice management sophistication of the hallway conversations is far more advanced than it has ever been.
But in my travels, it always strikes me that very little has changed with the conference experience itself. Specifically, our profession has done little to address a variety of important dysfunctions.
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