8 Ways Financial Planners Can Beat Their Competitors | ThinkAdvisor by Michael S. Fischer


Changes in demographics, technology and markets are influencing the way financial advisors interact with their clients, according to a new white paper from SEI.

These changes are affecting every aspect of the industry and forcing advisors to deliver advice in different ways.

“Financial planning is in the midst of a generational shift, among both financial planners themselves and the clients they serve,” Michael Kitces, head of research at a private wealth management firm and co-author of the white paper, said in a statement.


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