Rewired – Planning for a hybrid world
Today, we live in an increasingly hybrid world: greater blending between physical and digital is a virtual reality.
Financial planning is no different and the profession is under pressure to innovate. In parallel we are on the cusp of the great wealth transfer from the affluent baby-boomers of today to the millennials and Gen Xers of tomorrow.
But to continue to influence this wealth we will have to meet the needs of both traditional clients and digital natives. This will require a little proposition re-wiring, building real infrastructure efficiencies, and new ways of communicating across generations.
Meet Gunner & Co. at the PFS National Conference 2024
Gunner & Co. is excited to exhibit at the PFS National Conference 2024. We invite you to come and talk to us about your sussession planning. See you there!