Thanks so much for attending my presentations for the FPA Southwestern Ohio 2019 Symposium!
Further Reading Materials:
- "Future Of Financial Planning" Reading List
- Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
- 3 Ways the Digital Age Will Change Financial Planning in the Next 10 Years
- Growing a Planning Firm in the Digital Age: The Rise of Inbound Marketing
- The Delivery of Financial Planning in the Digital Age
- Why Robo-Advisors Will Be No Threat to Real Advisors
- What Robo-Advisors Truly Threaten to Disrupt: Index ETFs and Mutual Funds, Smart Beta and Algorithmic Investing, Custodians and their Advisor FinTech Ecosystem
- The Salience of Financial Planning Fees – It’s Not Just About How Much You Charge, But How You Charge
- Price Saliency, Value Saliency, And Getting Paid For Shadow Work
- The Importance Of Creating Small Financial Planning Goals
- Using Social Proof To Help Clients Make Better Financial Planning Decisions