What does the financial advisor practice of the future look like? What changes do the next few years have in store? While we might wish for the ability to see into the future, parallel annual research projects on affluent investors and financial advisors tell us that for financial services, the future is now.
In this latest white paper created jointly by Cetera Financial Group and The Oechsli Institute, we’ll take you further into the future by projecting what today’s elite practices will look like two to five years from today. Specific how-to action steps will help you follow their lead and make your business future-proof.
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For Financial Professional Use Only.

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