Panel 1 – Modernizing the Delivery of Financial Planning
8:30am – 9:15am

Dennis Gallant, Senior Analyst, Aite Group

Mark Goines, Chief Strategy Officer & Vice Chairman, Personal Capital
Lisa Graham, Director, Product Management, Financial Planning, eMoney Advisor
Brent Weiss, Chief Evangelist & Co-Founder, Facet Wealth

Financial planning is taking center stage as the wealth management marketplace continues to transition to advice. This session will discuss the planning/advice process, how firms are positioning financial planning with advisors and clients, the breadth of services provided, the client discovery process, and how the financial planning process and technology will be integrated into the workflow. The session will also discuss the impact of digital and self-service offerings, and approaches to support, training, and compensation in transitioning advisors to advice. This panel discussion will explore the following topics:

  • Supporting clients across age and wealth tiers
  • Better integration within the advisor’s workflow and tech stack
  • An improved process and positioning
  • Changes in compensation and fees