Financial Planning in a Virtual World

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Clients come to financial planners with different motivations. Some want to save for retirement, others want to invest for the future, and still others want help managing their day-to-day finances. But in recent years, a new type of client has emerged: those who want to plan their finances without ever stepping foot into a financial planner’s office.

This new breed of client is often younger, tech-savvy, and comfortable with the idea of investing in a digital world. For them, financial planning isn’t just about numbers and spreadsheets; it’s about creating a lifestyle that they can sustain in an ever-changing landscape.

To meet the needs of these clients, financial planners must be able to think outside the traditional financial planning box. They need to be able to understand and embrace new technologies, as well as the psychology of virtual world living.

In this session, financial planners will understand the basic principles of virtual advice and how to serve a whole new generation of clients. Please note: Only attendees of the live event were eligible for 1 CE credit.

The learning objectives covered are:

  1. Physical infrastructure needed for virtual financial planning
  2. Digital infrastructure needed for virtual financial planning
  3. Leading with advice “sales process” leveraged by visual planning technology


H. Adam Holt

CEO and Founder


Andrew Ladwig

Director of Business Development


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