Between Now And Success

Rapid advances in technology, generational change, Covid, financial upheaval, and distrust in institutions are upending the course of life…and financial planning. In light of all that is changing, how do you future proof your business? In this special live webinar recorded on February 1, 2022, Ric Edelman, the #1 financial advisor of the past 30 years, joins me to discuss the impact of five critical areas on personal finance and how that affects your client work as a financial advisor. 1. Exponential technologies 2. Bitcoin, blockchain, and digital assets 3. Longevity 4. Retirement security 5. Health and wellness Ric Edelman and I discuss: The wide variety of exponential technologies and how they will impact the nature of advice you give. Why Bitcoin, blockchain, and other digital assets are here to stay and why it's incumbent upon financial advisors to learn about them even if you don't recommend them. The impact of lengthening lifespans, what that means for a move toward a multi-stage life, and how to pl