Ep #133 - Back to the Future: How Our Bold Predictions for the Financial Advising Industry Held Up

Adam and Ben made five “bold” predictions on the future of the advising industry back in Episode 43. Four years later, it turns out those predictions were not so bold! Listen in as they reflect on what has changed and is continuing to change for the consumer, how the importance of CFP designation and behavioral finance continue to grow, the state of advisor commissions and the role of technology in client relationships. There’s a smattering of data and some discussion on industry trends, all wrapped up with a bit of bias for the client-first, fee-only advising relationship found at Haas Financial Group.Sourceshttps://www.financial-planning.com/list/finra-data-provides-wealth-management-snapshot  https://www.cfp.net/news/2025/01/cfp-board-marks-milestone-year-topping-100k-certificants-and-boosting-consumer-trust-and-awareness  https://www.finra.org/sites/default/files/2024-07/2024-Industry-Snapshot.pdf https://www.statista.com/outlook/fmo/wealth-management/digital-investment/robo-advisors/worldwide  Ticket #T008727Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.