The future of financial planning isn’t product-led.It isn’t adviser-centric.And it definitely isn’t built around hourly dependency. It’s client-empowered, AI-supported, and life-centred. And it’s already happening. If you’re a financial adviser standing at the bridge between the old model and what comes next, this is your invitation to help shape it — and to stay meaningfully … Continue reading Cross the Bridge: Join the Total Wealth Plan Beta and Shape the Future of Planning →