5min chapter

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From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Is There a Shift From Financial Planning Softwer to Financial Planner?

In the past ten years, we have just increasedly gone towards everything from asits on our management models to you have financial finance. We're charging more for financial planning than we ever did before. But it's less about the plans, because we need the plan to sell the product. And now i think the were were, we're seeing the software starting to follow suit. The map actually isn't a good representation of reality five minutes after it was drawn. So we've got like, that added layer of complexity that's just because we're humans in a complex, adaptive system.

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