Team Culture – Achieving the 5Cs of teaming and value-add for clients
Trusts & Estate’s Magazine July 2019
Martin M. Shenkman, S. Mark Alton, Daniel K. Zismer & and Ben Utecht
Rapid and persistent advances in technology are increasingly threatening the traditional role of financial advisors, estate planners and allied professions. Commoditization is changing estate and financial planning. Advisors of all disciplines and traditional planning models feel the pressure. These developments create both challenges and opportunities. To be most successful, advisors must adapt. Without losing sight of how important.