EPISODE 7: A ‘shift’ is happening in the planning world

There is a tsunami-level shift taking place in the planning world. You might not be aware of how deep it is. This shift is being driven by clients who are being more vocal than they have ever been about the outcomes they are seeking from the work they do with their advisors. Rod Zeeb suggests that you may not have the big picture about this shift, and what it means to your business.