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TRAP: The Real Adviser Podcast

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Digital Transformation in Financial Planning

The chapter explores the digital transformation of financial planning firms, focusing on streamlining client onboarding and paperwork processes. It discusses a company, the pensions lab, which simplifies the signature verification and paperwork submission through digital means. Beyond efficiency improvements, the conversation also touches on the challenges in fund management, ESG investing trends, behavioral aspects of financial decision-making, and the limitations of traditional financial planning strategies.

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