Next Wave of Advice Management

The future of planning is here. How to embrace it in today’s client-centric world.

Everyone’s talking about how clients want more and more: transparency, value, an active role in the planning process. No matter what kind of future you plan for your business, you need to be ready to address their needs in a scalable way. But how?

Download The Next Wave of Advice Management, developed with Spenser Segal of ActiFi, to dig deep into what’s changing and ways you can move ahead. You’ll learn

• How to use client-centric planning to create a personalized experience
• How to identify the right planning approaches for your clients
• Why “old school” financial planning gets implemented differently
• How to gain more time and efficiency by following repeatable processes
• Which financial planning companies are creating the most industry disruption

Download your copy of the white paper today.