The Path to Planning

The Path to Planning: A virtual study group on developing holistic advisors

July 22, 2020


There are many critical unanswered questions as we move to the next step in providing holistic advice.  This study group draws on our industry research and the experience of other institutions to provide a robust discussion addressing:

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  • Who is provided a financial plan?
  • What is a financial plan in the eyes of a client? the advisor? the firm?
  • What are the barriers to planning?  Why aren’t more advisors doing plans?  How have some firms reduced those barriers?
  • How do we engage advisors and clients to create a foundation for our financial advice?
  • How are we managing the client and advisor experience?


Plan to join this discussion to hear from leading firms on the forefront of planning to better advance your planning initiative.


Given the continuing concerns about travel, and the awkwardness of convening a roundtable discussion while maintaining social distancing, we are reimagining our Holistic Advisor Study Group as a series of virtual meetings over the next several weeks.


This complimentary study group would not be possible without the support of our sponsors. We acknowledge these organizations for their thought leadership and support.

And brought to you by:

Click on a title for recordings of the other virtual meetings in the Holistic Advisor Study Group series:

Engaging and Developing Holistic Advisors
a continuation of the Holistic Advisor virtual study group
Thursday, August 20, 2020
Holistic Advice and Best Interest
a continuation of the virtual study group on developing holistic advisors
Thursday, September 10, 2020
The State of Financial Planning in Financial Institutions
a continuation of the virtual study group on developing holistic advisors
Tuesday, September 22, 2020
Introducing PlanningInsights™ Peer Perspective
an annual benchmarking service to elevate your business through better planning
Thursday, October 22, 2020