Thanks so much for attending my presentations for the February 2018 Finology Summit!
Further Reading Materials:
- Future Of Financial Planning" Reading List
- Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
- The Delivery of Financial Planning in the Digital Age
- Why Robo-Advisors Will Be No Threat to Real Advisors
- The B2C Robo-Advisor Movement Is Dying, But Its #FinTech Legacy Will Live On!
- What Cyborg Chess Can Teach Us About The Future Of Financial Planning
- Finology And Finding The Higher Purpose Of The Financial Planning Profession
- Goals-Based Financial Planning Is Impossible Without First Evaluating The Possibilities