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Five Industry Trends That Will Change How You Do Business in the Future

Session Speakers
Session Description

Why Attend
Is your firm prepared to adapt to the changing landscape of the financial planning profession? Are you prepared to work with next generation clients, adopt new technology, and utilize the latest marketing opportunities? As technology continues to push our profession forward, the way we do business will continue to shift. From technology to marketing, from fee structures to business practices most believed would never change, the profession is changing at a faster pace than ever before.

Session Details
Join Alan Moore & Michael Kitces for this discussion on five trends that we believe will alter the way you do business forever, and what you can do to embrace and leverage them. After this presentation, "I didn't know" will never be an excuse you can use again!

Additional Information
CPE-2.5 hrs
Education Session
2h 30m
Session Schedule