In this podcast with John Anderson of SEI, you will learn what financial planning is likely to look like in 10 years. We will ponder these questions:
• How will financial planning change the client experience in 10 years?
• What forward-minded planners should be and are doing now to prepare their businesses for the future?
• What is a culture of innovation look like for a financial advisor firm?
• Will consumers actually adapt to using digital tools or is that just lip service?