At a recent Colorado Financial Planners Association (COFPA) meeting, Sameer Somal, Blue Ocean founder, gave a sobering snapshot of things every financial advisor needs to consider: what’s next for your practice. When an industry like financial planning is undergoing rapid tectonic plate shifts, the impact of those shifts create a tsunami of change to every participant in the industry—not only advisors--especially their clients. I rarely use superlatives like “every” but consider the following profile of the financial advisory space:
Where are their successors coming from? (more…) What Industry Trends Mean for the Future of Your Financial Planning Practice: Blue Ocean Spotlights Tectonic Plate Shifts is republished from American Business Advisors Small Business Consulting Firm via Blogger What Industry Trends Mean for the Future of Your Financial Planning Practice: Blue Ocean Spotlights Tectonic Plate Shifts
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