Financial Planning Should Be Intergenerational

What if financial planning wasn’t just a conversation between the client and the advisor? What if it could be an enlightening conversation between parents, grandparents, children and partners about their shared future?

Over the past decade, the financial advisory industry has moved away from the business, product-oriented meeting where an agent sits across the table to sell an insurance plan or final investment. In its place, the industry has prioritized the need for people planning over product considerations.


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