Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice
Nerd's Eye View
DECEMBER 26, 2024
Then, technology evolved, introducing tools like Excel, the internet, and sophisticated financial planning and CRM software that transformed how advisors deliver financial advice. These conversations are often emotional and vulnerable, requiring a sense of safety built on years of trust that technology simply can't replicate.
Let's personalize your content