Reflections on Financial Planning: A Journey Through the Evolving Landscape! ๐ŸŒฑ๐Ÿ’ผ

RachelSeton_CFFP
RachelSeton_CFFP CFFP Faculty & Instructors Posts: 116
edited March 20 in Financial Planners Professional Community

Hey, faculty! ๐ŸŽ“โœจ Itโ€™s time to reflect on how far the financial planning field has come โ€“ and we want to hear YOUR take on it! Over the years, you've seen trends change, tools advance, and the entire industry shift in unexpected ways. ๐ŸŒ๐Ÿ’ก

๐Ÿ”น Tech Tools: From paper-based planning to AI-powered financial software, how have innovations changed your approach? ๐Ÿ“Š๐Ÿ’ป
๐Ÿ”น Client Expectations: How have client needs and expectations evolved since you started? ๐Ÿค”๐Ÿ’ฌ
๐Ÿ”น Industry Challenges: What major hurdles have you encountered, and how has the industry adapted to overcome them? ๐Ÿ’ช๐Ÿ“ˆ
๐Ÿ”น Personal Growth: How has your perspective on financial planning changed throughout your career? ๐Ÿค๐ŸŒŸ

Your insights will inspire students and emerging professionals to embrace change and navigate their careers with confidence. Comment below with your thoughts! โฌ‡๏ธ๐Ÿ’ฌ

@DavidMannaioni_CFFP @CindyRiecke_CFFP @GaryClement_CFFP @SaraStolbergBerkowicz_CFFP @JoeKrupka_CFFP @MikeHarris_CFFP @AmanSunder_CFFP @TomRobinson_CFFP @BarclayRoper_CFFP @CindyShnaider_CFFP @ToddFeldman_CFFP @KhurramNaveed_CFFP

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  • SaraStolbergBerkowicz_CFFP
    SaraStolbergBerkowicz_CFFP CFFP Faculty & Instructors Posts: 21

    Moderator

    ๐Ÿšจ

    One of the biggest changes I've seen in the last 30 years (yikes!) has been the recent focus on client psychology and communications. That was never even mentioned in the past. Now, evidence has substantiated the old claim, "you can lead a horse to water but you cannot make him drink." What good is it to create the world's most perfect financial plan, if the client won't implement it? Learning about behavioral finance, client psychology, and communication skills benefits financial planners by increasing their clients' satisfaction, retention, and assets under management. Contact me to learn more!

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