Stop forcing advisors to be technologists! Featuring Marc Butler
Rethink. Financial Advice
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Importance of Financial Education and Technology in Financial Planning
This chapter explores the lack of financial education in society and the need for earlier engagement in financial planning. It discusses the potential of technology to make financial advice more accessible and highlights the challenges faced by advisors in adopting and scaling technology. The chapter also addresses concerns about the use of AI technology in financial advice and the need for regulation to protect personal identifying information.
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Transcript
