If you close your eyes and imagine the next generation of financial planners, what do they look like? How will they be interacting with clients? How will technology influence their financial planning strategies and communication with clients?
In this episode, Matt Ackermann speaks with Craig Lemoine, Director of Personal Financial Planning at the University of Illinois, on the next generation of financial planning and how the industry has changed over the past 25 years. They talk about the value of internships, apprenticeships, and competitions for students, as well as the challenges of technology and social media.
Craig discusses:
- How financial planning has evolved as an industry
- What skills and tools the next generations brings to financial planning
- How the increase in technology use impacts the way they view information
- How that technology impacts their communication and relationship with clients
Related: Focusing on the Service and Care in a Dollar-Centric Industry with Josh Benson