Episode 169
Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
July 24, 202542m 27s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships.
For full show notes, see kitces.com and thesocietyofadvice.com.