Above and Below the Line Planning refers to the separation of: - correct answer ✔✔The Qualitative and
Quantitative sides of planning
The Why and How of planning
The People and the Tools & Techniques of planning
Competition for the "Trusted Advisor" seat at the table is stiff. What are the factors involved? - correct
answer ✔✔Robo Advisors, Smart Machines, and Artificial Intelligence
The internet
Eroding margins and fee compression
Your New Me story should begin with: - correct answer ✔✔The "old me"
What are the Four Decisions as defined by Todd Fithian and the Legacy Companies? - correct answer
✔✔Agree to Meet
Agree to Engage
Commit to Goals
Commit to Implement
According to Hess and Ludwig, what are going to be key human skills in the future? - correct answer
✔✔Critical thinking
Creativity
Emotional engagement with other people
What is the center of the Golden Circle? - correct answer ✔✔Why?
What is meant in this assignment by "The Wheel of Integrated Services"? - correct answer ✔✔The hub,
spoke, and rim metaphor helps us see that we are working with an organized body of knowledge that
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