Скачать или смотреть IS There A Future Of Financial Planning In The AI Era? - Kitces & Carl Ep 169

In this 169th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how AI will reshape the tasks advisors perform and the value they bring to client relationships. Looking back across the decades, the foundational elements of financial planning have remained surprisingly consistent – from discovery meetings to financial plan presentations – as advisors have striven to help people make sense of their financial lives. In fact, as technology solutions have become more sophisticated, some advisors now serve fewer clients more comprehensively.

For more, see https://www.kitces.com/blog/169-micha... and https://www.thesocietyofadvice.com/

How Will AI Shape The Future Of Financial Planning? [1:04]
(The Value Of) Financial Advice When Anyone Can Do It Themselves [14:58]
The Crossroads Of Technological, Emotional, And Artificial Intelligence For Advisors [21:48]
Integrating AI Into Processes And Coaching [29:40]