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Welcome to “Financial Advice 3.0,” a journey through the dynamic evolution of professional financial advice delivery. This presentation explores the transformative journey from the transactional model of yesteryears to the modern realm of financial planning. At its core, Financial Advice 3.0 is shaped by the growing consumer demand for a deeply engaging, personalized, and holistic advisory experience, embracing multidisciplinary approaches to financial well-being.
Throughout this session, we delve into the compelling data that underlines consumers’ preference for comprehensive advisory encounters and why these experiences are yielding higher client satisfaction and retention. We also dissect the essential elements that need integration into your financial advisory practice to align with the evolving needs of today’s consumers. These elements range from assembling a proficient team to incorporating cutting-edge technology.
By attending this program, advisors will gain valuable insights to determine the extent to which they embrace comprehensive advice delivery and address the surging digital demand for advisory experiences, spanning across generations. Join us in exploring the past, navigating the present, and envisioning the future of financial advice.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Understand the evolution of financial advice
- Explore the shift to comprehensive planning
- Assess the importance of expertise and technology
- Anticipate future trends in financial advice
- Identify market opportunities for advisors
Presenter
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Financial Advice 3.0: The Past, Present, and Future of the Profession
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