Simon Rogerson: Three ways to start preparing for the future now

Financial planning in the 2020s

clock • 4 min read

Financial planning is set to change significantly in the decade ahead, writes Simon Rogerson. The successful firms will be those who do not merely navigate that change, but seize the opportunities to do things better.

The keys to preparing for the future lie in three areas - ensuring technology is at the heart of any business to drive a better customer experience; focusing on the next generation of financial advisers; and being ready for future clients. Use tech for what it is good at Technology will revolutionise many areas of financial planning and be at the heart of change - but it is not a magic wand. The key is to think carefully about how technology can be used to enhance relationships with clients, rather than replace them. One thing technology is really good at is minimising friction, to ...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

PA360 North: Two weeks left to secure your place!

PA360 North: Two weeks left to secure your place!

Join us for our specialist one-day management event for advisers 

Professional Adviser
clock 20 September 2023 • 1 min read
Editor's View: The toll of regulation on advisers' mental health

Editor's View: The toll of regulation on advisers' mental health

The editor's Friday Night Takeaway from 15 September

Hope William-Smith
clock 15 September 2023 • 1 min read
Editor's View: Mind the gap! All aboard the consolidation train

Editor's View: Mind the gap! All aboard the consolidation train

The editor's Friday Night Takeaway from 8 September

Hope William-Smith
clock 08 September 2023 • 1 min read