Thanks so much for coming to my presentation for the Nucleus Financial 2015 Annual Conference!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials
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