We have moved to a time when our clients expect more from us than traditional planning paired with traditional advice.
This is good news though.
Our clients will be often reminded of the vast differences between traditional planning (which can be commoditized) and our coaching and counsel.
Christopher C. Giambrone, CFP, AIF, is a co-founder of CoughlinGiambrone LLC, a boutique wealth management firm based in New Hartford, New York.