『Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning』のカバーアート

Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning

Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning

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 In this all-new episode of Focused on the Future, Suzanne Siracuse speaks with Kevin Keller, CEO of the CFP Board, about the evolving landscape of financial advice and the growing importance of holistic financial planning. Kevin highlights the industry’s shift from a focus on investment management to comprehensive financial advice, a change embraced by firms …

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