• EP6 - The Future of Financial Advising

  • 2023/01/18
  • 再生時間： 11 分
  • ポッドキャスト

EP6 - The Future of Financial Advising

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  • In this episode, Greg talks about research he's recently conducted on the state of financial advocacy in America.

    Less and less financial advisors are going into the workforce, meaning that major firms don't have the time to give consumers the one-on-one guidance they need. As technology advances, consumers will turn to AI and other self-education methods for guidance on their finances. And that isn't a good thing.

    Greg also discusses the future of social security and Secure Act 2.0. Consumers should expect to see major tax law changes in the coming years. That's where a financial advocate can come in to help them.

    Source
    https://www.riaintel.com/article/2aucrouk1jd74psrc4fls/practice-management/is-declining-advisor-headcount-at-a-tipping-point?

    Connect with the Wealth Solutions Network:

    • Wealth Solutions Network Website
    • LinkedIn Page
    • LinkedIn Group
    • Facebook Page
    • info@wealthsolutionsgroup.biz
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あらすじ・解説

In this episode, Greg talks about research he's recently conducted on the state of financial advocacy in America.

Less and less financial advisors are going into the workforce, meaning that major firms don't have the time to give consumers the one-on-one guidance they need. As technology advances, consumers will turn to AI and other self-education methods for guidance on their finances. And that isn't a good thing.

Greg also discusses the future of social security and Secure Act 2.0. Consumers should expect to see major tax law changes in the coming years. That's where a financial advocate can come in to help them.

Source
https://www.riaintel.com/article/2aucrouk1jd74psrc4fls/practice-management/is-declining-advisor-headcount-at-a-tipping-point?

Connect with the Wealth Solutions Network:

  • Wealth Solutions Network Website
  • LinkedIn Page
  • LinkedIn Group
  • Facebook Page
  • info@wealthsolutionsgroup.biz
続きを読む 一部表示

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