In Focus: Modern financial planner  

What makes a financial planning business ‘modern’?

It is certainly something that needs to be considered and researched, but today’s marketing methods are allowing modern financial planning businesses the opportunities to work with a smaller, more engaged audience. 

Overall

To end this with a generous dollop of optimism, we know that our profession is in good hands.

Article continues after advert

The innovation and sheer determination to do better that we see on a daily basis convinces us that financial planning is moving into the 21st century. 

If you ever need convincing that financial planning is now a profession (rather than an industry), just pop along to a truly modern financial planning business for a day, sit back and relax. 

Adam Carolan is co-founder of NextGen Planners