Summary: The future is uncertain in a lot of ways, but the industry is already in flux. There are some ways that advisors can prepare for what’s coming to achieve their business goals and serve their clients well. The future always presents challenges, but also opportunities for those who are prepared. In the future, that is, today, four major trends are affecting your clients and your businesses.
 The four big trends that I see affecting you and the environment in which you ply your craft, build your businesses and serve your clients are demographics, regulation, technology and a trend I lump together as CCVC: choice, consolidation, volatility and client expectations and behaviors."James Green, ThinkAdvisor. |
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