Summary: Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management, launched a next-generation financial planning service model a little more than a year ago called Lifewise.
 Each firm's approach to next gen will likely be different, but the playbook should be relatively similar: stay lean with technology at the onset and automate as much of the manual processes as possible, especially those that aren't directly related to the value delivered by advisers. ”Matt Cosgriff, financial adviser, BerganKDV Wealth Management. |
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