Advisors who utilize the advances in technology and embrace a fiduciary standard will likely do much better than those who fight against them. As consumers have more access to information, an advisor will need to provide a greater level of service to be relevant.
Lizzie Dipp Metzger, CFP, AEP, MSFS, is founder of Crown Wealth Strategies, a national full-service financial firm headquartered in El Paso,Texas. She is a member of the Financial Planning Association.