Holistic, Human, and Honest Financial Planning with Cary List

In this episode of The Decision Corner, Brooke is joined by Cary List, the past president and CEO of FP Canada, an organization designed to professionalize financial planning. Throughout this episode, he provides his expert perspective on the changing industry of financial planning. Zeroing in on the transformational power of technology, behavioral science, and improved professional standards, List paints a picture of a brighter future for the field of financial planning.

Some specific topics of this episode include:

• The seismic shift in the financial planning industry from a sales first industry to a people-first industry
• How the pandemic impacted trust in the financial services companies
• The innovative digital techniques of fintech organizations, and how they may be falling behind the curve
• What roles human financial advisors will play in an increasingly automated world
• How Cary’s “3H model” can transform financial planning into a more holistic, human, and honest profession