Envisioning the planning firm of the future

Bob Veres | Inside Information | 23 September 2013

Virtually all advisers operate with a value proposition built on bettering their clients' financial future through management of their assets. But trends in the workforce and capital markets will force advisers to rethink those assumptions and, if Richie Lee is right, the planning firm of the future will adapt a four-factor service model that places much greater emphasis on helping clients maximise their human capital.

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