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Better Integration and Adoption of Digital Tools and Resources
Combines Application and Integration of Planning Tools, Adoption of Tools and Digital Resource Sandboxes
Focusing on the role of centralized FinTech capabilities, automation and technology, data and AI, replacing activities now conducted by humans, adoption of FinTech
Client Communication Essentials — Financial Literacy, Empathy and Emotional Intelligence
Combines Empathy and Emotional Intelligence, Financial Literacy, Communications
Focused on the role of training, consultative selling skills, education of both clients and advisors
Financial Wellness and Longevity Planning
Combines Longevity Planning, Financial Wellness, Healthcare Planning
Focused on the role of health/wealth, planning, healthcare
Family Financial Management — Planning for Three Generations (or more!)
Combines Family Financial Management, The Home as an Asset and Risk Mitigation
Centralized Service and Client Experience — Prioritizing Investments Across Human and Digital Capabilities
Combining Centralized Service and Client Experience + Prioritizing Investments Across Human and Digital Capabilities + Tele-Advice
Better Integration and Innovation of Retirement Income and Protection Products
Combining Better Integration of Retirement Income Products + Innovation