The Evolution of the Financial Industry

Like many professional fields, financial planning and investing have evolved and changed over the last decade, and there may be more changes on the horizon. 

In this episode, Mike Guarino explains how the financial planning and investing field has changed and evolved in the 14 years since he entered the industry. 

In this episode, you will learn:

  • The role of commissions, advisory fees, and subscriptions in the financial planning business 
  • The personalized approach of the subscription-based planning 
  • The role of technology in bringing clients and advisors together 
  • What’s Mike’s Tony Rode a Pony analogy and how is it related to the financial market
  • And more!

Tune in as Mike explains how the planning and investing industry has evolved over the last decade. 

Related: How to Be Financially Flexible During COVID-19