The Changing Environment of Financial Planning

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  • 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.

Channel

MoneyGuidePro