Whitepaper | Embracing the Third Wave of financial planning

March 14, 2019 by Kelton Corcoran

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Merging philosophies are giving advisors a greater propensity to provide holistic advice

The modern financial planning practice has gone through various transformational shifts over the past 30 years. These are representative not only of changes in how advisors give advice and develop financial plans for their clients, but also the evolving consumer expectations that drive these actions.

We have entered a new, Third Wave of financial planning in 2019 where previously separate philosophies have started to merge and work alongside client-facing FinTech innovations to elevate the advice provided by advisors.

Advisors who embrace this Third Wave will be best equipped to secure their current book of business in the long-term and attract a new, younger client base that will eventually shape the majority of the financial planning consumer market.

Download our whitepaper to learn about this major shift in the financial planning practice and its impact on advisors.

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