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Foundation Publications

Firm 2020 Book

Firm 2020 explores significant economic and cultural drivers that will greatly affect insurance agencies and financial services firms. First: The Market of the Future, examines the firm’s challenges and opportunities based on economic, demographic, and sociological trends that will transform client demands.  It examines changes in the needs of current and prospective clients that will greatly influence the types of products and services that competitive firms should offer and follows these impacts up the supply chain to the insurance and financial services industry.  Second: The Firm of the Future, examines the firm’s challenges and opportunities from a cultural and environmental perspective and looks at six significant change drivers that will require action on the part of field leaders in order to succeed, and the major dimensions of the future that you as a leader can influence. 

Firm 2020: The Forces and Opportunities Shaping the Financial Services Firm of the Future

Executive Summary for the Book: Advisor 2020

Advisor 2020 Book

Advisor 2020 provides a comprehensive guide for advisors to begin today to master the brave new world of 2020. It addresses the important trends and challenges presented in Firm 2020 - but from the advisor's perspective. It also drills down into issues, such as sales and support teams, which are especially important to advisors and their practices.

Advisor 2020: The Forces and Opportunities Shaping the Financial Services Advisor of the Future

Executive Summary for the Book: Advisor 2020