Financial Planning Should Be Intergenerational

Financial Planning Should Be Intergenerational

What if financial planning wasn’t just a conversation between a client and an adviser? What if it could also be an enlightening discussion between parents, grandparents, kids and partners about their shared future?

Over the past few decades, the financial advice industry has been on the march away from transactional, product-centered meetings where an agent sits across the table to sell you an insurance plan or the latest investment fad. In its place, the industry has increasingly prioritized people’s planning needs over product considerations.

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