FA Whitepapers

March 2019    

Creating Value by Meeting Client Planning Needs

As the shift from product to planning continues, many financial professionals see the value in adopting a planning-driven model. While 64 percent of advisors agree that client demand for planning is growing,1 many wonder how to effectively accommodate this model. To meet the growing demand for financial planning, advisors will need to serve their varying clients’ needs by streamlining their planning process.