Especially over the last decade, we’ve witnessed the direction of the financial planning industry shift. Financial planning is no longer product centric. It is very much process driven, without regard to platform or product. From the standpoint of process, let me offer this example.
Think of me as being a travel agent. You come to me and say that we need to plan a trip to Chicago from Birmingham. Off the top of my head, I can think of five modes of transportation.