Legislation, education, licensing and product changes affect plans for your wealth
It is an understatement to say that the changes and trends affecting the financial services landscape are voluminous. Cindy David, president of Cindy David Financial Group Ltd., and the Senior Estate Planning Advisor for Raymond James Financial Planning Ltd., notes that her industry is fundamentally changing.
She says, “Professionals in my line of work are increasingly moving away from dispensing general advice and instead offering specialty services. This requires extra education to obtain the appropriate designations and licenses, but it benefits clients because the advice they receive is more comprehensive and focused on their specific needs.”
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