How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?

How Do Financial Advisors Compete In A World In Which Megatrends Can Make Your Head Explode?
Dennis Stearns
Stearns Financial Group
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Program Id: 739698913

How will your clients react if the current pace of change intensifies a hundredfold? Multiple megatrends converging is unleashing a torrent of change like nothing ever before experienced by civilization. Dennis Stearns, CFP, a financial advisor and thought leader on scenario planning, will discuss the impact of megatrend convergence on financial advisors, your clients, and the economy.

You will learn about:

     · Megatrends likely to be most disruptive to your practice

     · Trends that may create opportunities for advisors

     · 10 trillion-dollar growth areas that may rescue you from a muddle-through economy

     · Behavioral finance techniques to cope with anxiety about change

Dennis Stearns is President of Stearns Financial, a fee-only wealth management firm with offices in Chapel Hill and Greensboro, North Carolina. Dennis has been called “One of the leading scenario experts and futurists in the financial planning industry” by the Financial Planning Association. He chairs strategic planning for Gateway Research Park, home of a new $60 million nanotechnology center and is on the advisory board of the NC Technology Association. He is a former chess expert and played on one of the winningest Pan-American chess teams in U.S. history. He coaches an inner city chess club and occasionally plays up to 35 people at the same time for children’s charities.

 

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
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(Updated: May 03, 2012)
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5.0

This was terrific. I follow several economists, including a demographer. I wonder if I conclude the President doesn't matter, or that he does.... Still this was first I've seen or heard that glimpsed a possible positive "multi-verse" for the US. Excellent presentation & very good job Andrew.
Jay Lerman

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(Updated: May 03, 2012)
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5.0

This was fantastic and so much more valuable that the TV talking heads.

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(Updated: May 03, 2012)
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5.0

This was GREAT!!! I'd sure like more of this kind of discussion versus industry sponsered fluff!!

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(Updated: May 03, 2012)
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5.0

Excellent longer-term thinking than we usually see from investment professionals.

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(Updated: May 03, 2012)
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5.0

I use what I call "scenario-based" asset allocation in my practice that attempts to envision future possible economic scenarios and reverse engineer them to detemine an ideal allocation now to offer the best protection/opportunity given all the potential outcomes. Dennis' approach is exactly how I think day to day, so I'm glad hear his summary of the big trends as it really influences my models.

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