What started as a brainstorming session in early 2019 between SEI and FPA quickly grew into a larger quest to more deeply explore the current and future states of the advice profession. We know that the pace of change today is likely the slowest it will ever be. We also know that with few exceptions, financial planners are not changing their ways or preparing for a client-centric experience. We need to get ahead of this shift rather than take a wait-and-see approach. Planners need to start planning and create meaningful new ways for their clients to interact with them.

Course Information
Course Date:
November 05, 2019
FPA Annual Conference 2019: Advisory Firms in 2030: The Innovation Imperative

What started as a brainstorming session in early 2019 between SEI and FPA quickly grew into a larger quest to more deeply explore the current and future states of the advice profession. We know that the pace of change today is likely the slowest it will ever be. We also know that with few exceptions, financial planners are not changing their ways or preparing for a client-centric experience. We need to get ahead of this shift rather than take a wait-and-see approach. Planners need to start planning and create meaningful new ways for their clients to interact with them.

Speaker Information
John Anderson  [ view bio ]
Individual topic purchase: Selected
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Streaming
FPA Member Price:$19.00
Non-Member Price:$29.00