The New Rules of Financial Planning

by Lee Robertson with Steven Sonsino

The financial planning profession is evolving — but too many advisers are relying on approaches that no longer serve today’s super-savvy clients. 

In this timely and insightful book, the award-winning Lee Robertson draws on decades of experience and dozens of conversations with progressive industry leaders to map a smarter, more human path forward.

Accessible but never lightweight, The New Rules of Financial Planning is essential reading for professionals ready to challenge old assumptions, embrace change, and shape the future of the advice industry.

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• Hardback
• About 200pp
• Coming soon