What will advice look like in 2027?
If you haven't yet heard about it, you should definitely check out Life-First Advisor. It's a new book by Barry LaValley and David Haintz, which looks at the changing nature of the financial advice business.
The book claims the advice profession has reached a fork in the road. So, what exactly does that mean? And what the implications for advice firms today? This article of Barry's explains: