Five Financial Planning Trends for 2021

  1. Digital transformation. The pandemic accelerated usage of digital technology to engage with clients. Online planning and communication tools are commonplace. Video conferencing is now the norm rather than the exception. Who knew that “Zoom” would become one of the most frequently used terms of the year?
  2. Artificial Intelligence (AI). Venture capitalists and individuals are looking for opportunities to fine-tune their investment approach using AI. Corporations are using AI to become more innovative and efficient. Expect an increased emphasis on using AI in an attempt to outperform traditional passive investment approaches
  3. Sustainable investing. Investors are expressing an increased interest in Environmental, Social, and Governance (ESG) Total value of ESG assets has doubled in four years to $40 trillion.
  4. Fee-based financial planning. As passive, inexpensive investment portfolios become commonplace, clients are increasingly turning to financial advisors for planning advice. Advisory firms will likely adopt subscription-based advising tailored to a client’s unique needs.
  5. Holistic financial services. We live in an increasingly hectic world. Clients expect their financial advisor to demystify and simplify their financial lives. Wealth management firms are expected to offer a variety of financial services, including tax, estate, insurance planning, and more. Does your advisor meet this need?

Office Locations


2201 High Wickham Place
Louisville, KY 40245


100 E-Business Way
Suite 110
Cincinnati, OH 45241

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42103


5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546


2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371



4730 Village Square Drive
Suite 100
Paducah, KY 42001


713 McDowell Blvd
Bardstown, KY 40004


3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

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