Watch a video of the Q&A from the Financial Planning Association meeting for information on client communications, mission statements and more.
Also, read Mike Byrnes’ Financial Advisor article covering Michael Kitces’ presentation called “The Future of Financial Planning in the Digital Age.”
- The shift in email and social media communications
- The technology explosion that is revolutionizing the role of the financial planner
- How face-to-face meetings will change
- The need to be different and the best at what you do
All industries are going to face rapid changes. Contact Byrnes Consulting to embrace them and position your firm for success in the future.