This workshop from Debbie Bing and Benjamin Persofsky of Brown Brothers Harriman explores how the fourth economy redefines what constitutes expertise and changes the kinds of expert help that families seek. We’ll use a futurist tool to identify shifts, innovations, and gaps between current practice and future needs—ideating on what advisors can do now to lean into the future. This interactive workshop takes participants on a journey to explore disruption in advising by “time traveling” into the future. Ultimately, we identify potential major shifts, gaps between current practice and future needs, and examples of current innovations—envisioning what advisors can do now to lean into the future.
CFAR Presenter: Debbie Bing
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