Thanks so much for attending my presentation for the December 2019 webinar with Personal Finance Society Leaders!
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