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Public·26 Lamplighters

Exciting News, Academy Tribe!

We're on the brink of a revolutionary shift in the financial planning landscape, and I'm thrilled to share our latest insights on this transformative journey.

As part of our #RetireFromRegulation series, we've just published a compelling article that explores a future where financial advisers transition from traditional fee structures to a more dynamic, subscription-based model. This is a call to all financial professionals, especially those contemplating retirement in the next five years, to rethink legacy and adapt to a changing world.

Why Make the Change? This isn't just about staying ahead of regulatory curves or compliance - it's about creating sustainable, value-driven relationships with our clients that last well into the future. The subscription model is a testament to our commitment to transparency, integrity, and accessibility in financial planning. It's about ensuring that we continue to provide 'enough' for every aspect of life, fulfilling our Kokoro.

Let's Discuss: How do you see the role of technology in enhancing our service delivery? Can a subscription model truly address the challenges of the traditional fee structure while meeting the evolving needs of our clients?

Read the full article here and let's dive into a discussion. Your insights, experiences, and visions for the future are what make our tribe so unique and forward-thinking.

Together, let's shape a future where financial planning is more about guiding towards a life of abundance, rather than just managing assets. Join the conversation below!

Read the blog:



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