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Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard

Financial Advisor Success

CHAPTER

Human-Centered Finance vs. Tech Solutions

This chapter contrasts technology-driven financial solutions with the necessity of human-centered financial advising, particularly for Blue Collar America clients who value personal interaction. It emphasizes the importance of trust and ongoing relationships in financial management, alongside the integration of technology to enhance human engagement. Additionally, the chapter highlights the challenges of implementing financial wellness programs and the transformative effects they have on both employees and firms.

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