Voices: How financial planning will change by 2039
April 9, 2019 by Bob Veres
In our ongoing efforts to help advisors prepare for what’s to come, I agreed to be sent on assignment into the year 2039 to interview a financial planner who has successfully made a variety of significant transformations.
I happened to arrive near the end of March, so I immediately apologized for interrupting the usual office scramble to produce quarterly performance statements.
The advisor laughed at my naiveté.
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Originally Posted at Financial Planning on April 8, 2019 by Bob Veres.
Categories: Industry Articles