While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.
The tenets of spending less and saving more, developing comprehensive financial plans and creating long-term goals remain. However, the experience advisers deliver to their clients to help them accomplish their financial goals is an entirely different story. If you look back at financial trends over the years and study how they have challenged advisers to rethink the client experience, you’ll see some interesting parallels to the fintech space today and where it’s headed.
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