For 21 years, we have been meeting with clients in person, for dinner, for golf, to review their financial statements and more. It’s the way we’ve always done business. But given how fast technology is changing the business, even society, will future financial planners even meet face-to-face with clients?
They will ― but only if the experience is the right one.
Let’s unpack that. First, it’s important to note how new technologies are transforming the financial landscape at an ever quicker pace. Just consider the magnitude of online resources currently available to our clients: allocation, planning and budgeting tools which pair with financial calculators and bill paying services, which then marry to legal zoom for their estate plans and turbo tax for their annual filings. Every day new capabilities are added and new connections made in this digital suite.
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