What happens when geography stops being an important buying criteria?
Our jobs will be to optimize financial lives by applying our human perspective, our hearts and our intuition.
Staying current and reinventing ourselves will need to happen more often now than it has in the past.
The rule is well past the tipping point, and the industry is forever changed regardless of the rule change.
Consumers are being empowered in every retail experience they have. That will ultimately include our industry, too.
Clients want us to spend less time talking about money and more time discussing their lives.
The financial services industry must engage clients on their terms and where they live.
Clients want their priorities taken care of in a non-conflicted way and want to be empowered to make better financial choices.
#43 tells it like it is.
When the United Kingdom implemented similar legislation a few years ago, about 40% of advisers simply left the business.
