Tune in to hear:
- How does salience work with respect to different advisory fee models?
- How can we use social accountability to better help clients see through their plans?
- As the “meat and potatoes” of financial planning gets automated away, what does the future look like for financial planners? Will they operate in a broader life coach type capacity or does this feel off base?
- Why is AI potentially “the kiss of death” for tech vendors?
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