Tomorrows successful advisor will operate as a data hub, synthesizing, analyzing and comparing data to help consumers make informed choices. Our new role will be to aggregate information, present it efficiently and effectively, and advocate for our customers.
Like this forward-thinking retailer, our own industry would benefit from advancing its collective mindset. We need to consider innovative possibilities, rather than cling to time-honored practices. We must expand beyond the walls of tradition that confine us.
If you work in the employee benefits sector and are feeling nostalgic about your job, I suspect youll be in serious trouble in the not too distant future.