Tuesday, October 13, 2015

FPA / UMKC "Career Day" in Kansas City November 6, 2015

I was pleased to hear from my local FPA chapter and the instructors at UMKC who are partnering with the KC chapter to put on Career Day 2015. If you are in the area, please join us for the afternoon, November 6, 2015, on the UMKC campus.

This is an important conversation and I hope to learn as much from those attending as they will learn from me. If attending is out of the question for you, please post your questions on this blog and I will respond here. Details about my presentations and how to RSVP are shown below.

The Evolution of the Financial Planning Industry: 3rd Wave Trends, Threats and Realities

A presentation focused on the past, present and future of the financial planning profession followed by conversation on the topic or secrets of branding in the robo age presentation

WHO:             Marie Swift presenting at FPA Career Day

                       Sponsored by FPA Kansas City Chapter
                       In Partnership with University of Missouri, Kansas City

WHEN:           Friday, November 6, 2015

11:10 a.m. to 12:10 p.m.
Swift Presentation on Evolution of the Profession

12:10 p.m. to 1:00 p.m.
Group Dialog or Swift Breakout Session on Branding

1:00 -->
Other speakers and activities

WHERE:       University of Missouri - Kansas City
                     Henry W. Bloch School of Management
                     5110 Cherry St.
                     Kansas City, MO 64110-2499

HOW:           To RSVP contact Brandy Johnson at brandy@fpakc.org


The overlapping influences of social media, robo advisors, Skype, changing attitudes of baby boomers, expectations of new generations, and a raft of other social and technological upheavals have brought the financial services industry to an inflection point. Change has been a constant in the financial advice business but a fundamental shift has occurred due to factors such as the following:

·      Clients have better access to information and think they are better informed

·      It is as easy to find an advisor across the country as it is to find one down the street

·      Advisors service clients hundreds of miles away

·      Practitioners have direct access to potential clients through the web Investors can make their praise and criticism known to everyone online and via apps of their mobile devices

·      Clients can get up-to-the-minute portfolio information on their phones

·      Independent advisors can run a successful practice in the cloud with virtual staff

·      Investment management firms can hire a robo and fire their research and trading staff

We are witnessing the beginning of a third wave in financial services. The first wave was about product. The second wave was about advice. What will define the third wave? Changes taking place today will act synergistically to affect the very nature of the relationship between advisor and client -- and we are starting to see how all of that will play out.

At this FPA sponsored event, 3rd Wave Collaborative co-founder Marie Swift will talk about service models over the years and how today’s best technology-enabled advisors, supported by allied institutions, are building out their firms with an eye to the future.

After Swift's main presentation, attendees may chose to dialog over lunch with FPA members and UMKC faculty and students about Swift's session or join Swift in a breakout room to talk branding in the robo age.

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