Summary: To adapt a Charles Dickens quote from “A Tale of Two Cities,” “It is the best of times; it is the worst of times.” It is the best time to be in the financial planning business, and it is the worst time to be in the financial planning business. There is a revolution in the financial services industry; fortunately, there is no guillotine involved. As we review our practices in the light of transformation, is it the best of times?
 When we expand our practices to provide the expertise, support and planning our clients now expect, technology becomes even more of a tool and less of a threat. Technology supports us; it does not compete with us.”James Swink, vice president, Raymond James Insurance Group. |
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