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Advisory Firms in 2030: The Innovation Imperative

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Most financial planners are too caught up in the now to look ahead to tomorrow ̶ much less five or ten years from now. Advisory Firms in 2030: The Innovation Imperative is a joint initiative with the Financial Planning Association® (FPA®). You’ll gain insight into how our profession is—and isn’t—anticipating evolving client needs. We’ll discuss:

  • What the financial planning profession will look like 10 years from now
  • How financial planning will change the client experience
  • What planners are doing now to prepare their businesses for the future
  • What a culture of innovation will look like
  • How consumers will adapt to digital tools
  • Plus, we offer five steps you can start taking now to break out of the “here and now” and into the “what’s next.”
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    Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.
    Investing involves risk, including possible loss of principal.
    The Financial Planning Association® is not affiliated with SEI or its subsidiaries.