In this video clip, Reese Harper and Chad Jardine explain why more clients want to benchmark their progress and be held financially accountable as their progress is measured over time.
For the last 50 years, investment management drove the value prop for financial planners—and the innovations in technology were also investment focused. Today, planning frameworks are moving in a new direction. On this Elementality podcast, Reese Harper and Chad Jardine look at cash-based and goal-based tools. And, with the value prop of more traditional financial planning growing, they examine future trends to see where the latest innovations are taking the industry.