Dreams powered by financial plans

Todd Richard Potter, Founder / President, CIO

toddpotter@greatdaneinvestment.com

+1 (309) 235 7473

The future of advice will certainly be high-tech, but will also require high touch. Advisers will find that more of their time will be spent serving as educators, as coaches, and even as navigators to help people anticipate what might come next over an ever-increasing lifespan.