Whitepaper | Financial planning in 2017 and beyond

May 9, 2017 by Katelyn Rattray

about the author:

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

Whitepaper | Financial planning in 2017 and beyond

Technology is constantly evolving, and many organizations find themselves struggling to keep up with the newest and greatest innovations in order to remain competitive. The harsh reality is that if organizations are not keeping up with these innovations, they cannot truly succeed and meet clients’ expectations. This holds true for financial services firms and advisors.

In addition to changing expectations, there have been many trends within the industry that point toward the increasing demand for holistic financial planning.

Download our whitepaper to learn about the rising demand for financial planning and how to remain competitive in the shifting financial services industry.

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