It is certainly something that needs to be considered and researched, but today’s marketing methods are allowing modern financial planning businesses the opportunities to work with a smaller, more engaged audience.
Overall
To end this with a generous dollop of optimism, we know that our profession is in good hands.
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The innovation and sheer determination to do better that we see on a daily basis convinces us that financial planning is moving into the 21st century.
If you ever need convincing that financial planning is now a profession (rather than an industry), just pop along to a truly modern financial planning business for a day, sit back and relax.
Adam Carolan is co-founder of NextGen Planners
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