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Innehåll tillhandahållet av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Michael Kitces - Leveraging Social Accountability

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Manage episode 376905008 series 1454631
Innehåll tillhandahållet av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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?

https://www.kitces.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.

Compliance Code: 2240-OAS-8/14/2023

Ad Compliance Code: 2120-OPS-8/2/2023

Connect with Us

  continue reading

309 episoder

Artwork
iconDela
 
Manage episode 376905008 series 1454631
Innehåll tillhandahållet av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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?

https://www.kitces.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.

Compliance Code: 2240-OAS-8/14/2023

Ad Compliance Code: 2120-OPS-8/2/2023

Connect with Us

  continue reading

309 episoder

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