Industry Talk: The Future of Financial Advice

There is a revolution happening in Financial Advice. The next generation is losing trust in the systems and in the institutions their parents depended on. New technologies and large corporations often present daunting challenges to the independent advisor. The future will require a laser focus on customer needs and that’s a good thing. Your ability to quickly and accurately answer their most pressing questions is the foundation of good advice. When a client has the opportunity to ask direct questions, no strings attached, trust grows. And money flows where there is trust. With planning insights gleaned from interactions with thousands of customers, Tyson Koska, Founder of OnTrajectory, will help you grow your business and remain your client’s most trusted advisor.

Speakers