The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
Kitces and Carl - Real Talk for Real Financial Advisors
Intro
This chapter explores the challenges posed by high-tech analytical tools in financial planning, emphasizing the importance of human insight in addressing complex client situations. The lively conversation also reflects the speakers' passion for improving financial advisors' skills while maintaining a harmonious work-life balance.
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