Michael Kitces - Leveraging Social Accountability

Standard Deviations with Dr. Daniel Crosby

English - September 14, 2023 04:00 - 53 minutes - 48.6 MB - ★★★★★ - 102 ratings
Education invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Kathi Balasek - Becoming Grief Literate

Next Episode: Jay Coulter - The 5 Dimensions of a Great Advisory Practice

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

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