Artificial intelligence may change how we work, but it won’t replace what makes advisors invaluable: empathy, perspective, and real human connection.

In this episode, Dr. Matt Goren, Chief Strategy Officer at Brett Danko Educational Center, joins Craig Lemoine to explore the intersection of AI, education, and financial planning. From calculators to ChatGPT, they discuss what’s worth keeping, what needs to evolve, and how the next generation of planners can balance efficiency with empathy.

They also dive into the changing face of advisor education, scaling classroom experiences without losing the human touch, and why the profession’s future depends on how we teach and who we attract to the field.

Key takeaways:

• How AI is reshaping, but not replacing, the financial planning profession
• Why empathy and experience are the new competitive edge for advisors
• The evolution of CFP education in the age of automation
• How hybrid learning models are preparing the next generation of planners
• Why compensation transparency and new fee models are shaping the industry’s future
• What upcoming leadership changes at CFP Board and FPA could mean for practitioners
  
  

Connect with us!

• Dr. Matt Goren on LinkedIn
• Danko Education
• Dr. Craig Lemoine on LinkedIn
• Agriculture Focused Financial Planning
• Land & Everything Else YouTube Channel