2024 Financial TRENDS (and what hasn't changed?)

What are the Financial Planning Trends of 2024?

 

• Holistic Approach to financial planning: focusing on factors outside of just investments
• Staying ahead of client’s insatiable appetite for financial news and information
• Virtual meetings
• Using AI to determine financial trends. Other uses for AI within the industry.
• Client services
• Coin / Alt investments
• What doesn’t change?

 

 

We tackle these questions on this episode of Through The Pines…

 

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while sipping his matcha, this is Through the Pines.

 

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com

 

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

 

Financial Advisors: Baxter, Smith & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

 

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

 

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

 

Through the Pines Podcast Copyright, The Banyan Collective - 2024