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How to be a trusted adviser Professional relationships are evolving. Consumers no longer want an expert proxy making decisions for them, they want a problem-solving partner who can guide them. April 29, 2021 4 MINS The world was very different when financial planning was born than it is today. When the first class of certified financial planners graduated in 1973, clients’ life road map was clear: They went to college or learned a trade, bought a house, had 2.4 kids, worked for a company that did the saving for them in a defined-benefit plan and retired on a pension at age 65. Today, some people retire at 40 while others work willingly at 75. More and more people semi-retire and pursue things they’ve always wanted to do. People change jobs at a frequency measured in years, rather than decades. And the way that families look and function has shifted just as dramatically over the decades.

Marcus welbyMarcus welbysCollege for financial planningFinancial planningUnited capitalGoldman sachs personal wealth managementமார்கஸ் வெல்பிகல்லூரி க்கு நிதி திட்டமிடல்நிதி திட்டமிடல்ஒன்றுபட்டது மூலதனம்கோல்ட்மேன் சாக்ஸ் தனிப்பட்ட செல்வம் மேலாண்மை