Getting a Leg Up on Financial Planning in the New Year

The American College of Financial Services
February 11, 2021

Let’s face it: we all counted the days until we could close the door on 2020 and turn the page to a new year. With the COVID-19 pandemic, a heated season of political rhetoric, simmering social issues, and massive economic shifts, it was a difficult year for everyone. However, just because 2021 is here doesn’t mean 2020’s impacts won’t continue to be felt.

As companies look to adapt to the new normal, technology tools such as digital advertising and artificial intelligence systems have taken ever more prominent roles in day to day business functions—and given the financial implications of broadening their use, they’re not going away anytime soon.

Shake-ups in the financial sphere have meant older Americans are more nervous than ever before about building financial security for a life in retirement, and due to a combination of new regulations and market uncertainty, those plans may need to be restructured for the new normal. As interest rates show no signs of rising, financial realities are setting in that may require a reimagining of what retirement planning, and what financial advising in general, looks like.

 

 

To truly start 2021 off on the right foot and build a reliable business blueprint that will ensure you and your clients thrive, you need expert guidance and the confidence knowledge provides.

With help from our team of thought leaders at The College, we’ve put together a list of the biggest things you need to watch out for as you stay on top of practice management, client consultations, and business approaches. From retirement planning and college financing to AI and new technologies, arm yourself with the guidance you need to succeed.

 

In a New Normal, Go Beyond Business as Usual

 

Our informative infographic, “2021: The Year Ahead in Planning,” has the answers to your questions on these and other subjects. Download now for key insights on what’s in store for the financial services industry and start this year off in a stronger position.