20 - Onboarding Pt2 - The CRUCIAL First Planning Meeting
TRAP: The Real Adviser Podcast
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AI and the Future of Financial Planning
AI is going to be such a benefit for us and our firms. I don't believe it's going to limit the amount of clients that seek financial advice. Financial advisors are quite high up then, so it's our investment managers. We're at the other end of it, which is behavioral coaches. And yes, you will absolutely... You have that exists already and that will get better and better.
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