The Changing Environment of Financial Planning
- 10 mins 09 secs
Kevin Hughes, EVP, Sales at PIEtech, creator of MoneyGuidePro, discusses the changing landscape of the financial planning industry. Some of the key topics covered include:
- The unexpected positive impact of robos for advisors.
- Leveraging financial planning and automation to get the most from data.
- Finding the best digital balance in the advisor / client engagement to provide advice sooner.
- Defining the role of integrations to optimize an advisor’s practice.
- Helping new advisors embrace technology to create a cutting-edge practice, and seasoned advisors take advantage of technology to ensure future success.
- Banks as industry disruptors.