In this last couple of weeks we’ve been talking to university groups about the future of financial planning. Here are three exciting things that stood out…
The future of financial planning
Students are thinking about technology and value aspects of the future.
The most rewarding part of being a financial planner
Seeing a client achieve their goals and having a personal connection with them was what really resonated with students.
What makes the future of the industry exciting?
The students are really thinking of the bigger picture in terms of competing with other industries and delivering value.