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.