Navigating the Future of Financial Planning: Insights from Industry Leaders

I am the producer of Inside Information, a master study group, newsletter and article provider as well as a “curator” for the financial advisory profession, providing financial planners with access to the best and most relevant available information. My book about the financial planning profession (The New Profession) says everything I think advisors should know about enhancing their careers for the future.

I'm also co-producer (with Jean Sinclair, CFP®) of Bob Veres’ Insider's Forum -- a conference experience that is unique in the financial planning/financial services industry, and serves as the real-world extension of Inside Information.  I help advisors identify what the best and most successful financial services professionals are doing, how and why they're doing it, and what the leaders of the industry are thinking. These articles drill deeply into trends in practice management, marketing, new investment paradigms, outsourcing and technology solutions and the big picture changes throughout the financial services industry.  As a speaker, my industry keynote presentations explore the future of the profession in several dimensions, as well as how advisors can achieve their full professional potential working with clients and managing their businesses. I believe that every advisor has a unique and important skill set, important services to offer their clients and others who want to simplify and improve their lives.