Will today’s money manager be tomorrow’s life fixer?
We’re in the thick of tax season now – that time of year when financial advisors huddle with their clients to discuss planning and portfolios. But at some point in the near future, will those huddles broaden into clients’ personal issues and family needs? And if they do, are the advisors equipped to hold up their end of the conversation?
Cam Marston of Alabama-based Generational Insights will share some of his thoughts on how the role of the financial advisor may expand from wealth coach to all-around life coach as boomers and Gen Xers make room for millennials and Gen Z.
Subscribe to the BAI Banking Strategies Podcast:
Terry Badger is the managing editor at BAI. Read more about Terry’s background and how he recently joined BAI.
Want more BAI Banking Strategies? Sign up for our free newsletter.