As boomers transition from the accumulation to distribution phase of their financial lives, many RIAs find themselves engaged in a strategic planning process as they decide how to reshape their business models to serve clients in this new stage. For many financial planners, it remains a work in progress.
Joe Duran, the chief executive officer of United Capital Financial Partners, based in Newport Beach, Calif., believes that the shift of the boomers from accumulation to distribution will create a profound change in the financial advisor industry.
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