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The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154

Kitces and Carl - Real Talk for Real Financial Advisors

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Embracing Technology to Enhance Human Interaction in Financial Planning

This chapter examines how technology impacts financial planning, highlighting the need for integrating tech tools while valuing human empathy and critical thinking. The discussion emphasizes enhancing interactions rather than allowing technology to replace the personal touch in financial services.

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