『The Future of Financial Planning (Spoiler: Clients Are Still Human)』のカバーアート

The Future of Financial Planning (Spoiler: Clients Are Still Human)

The Future of Financial Planning (Spoiler: Clients Are Still Human)

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Dr. Charles and Dr. Brad kick things off by tackling one of the toughest questions advisors face: which clients are the most challenging and why. From there, they unpack key ideas from their new book, exploring how financial psychology continues to shape client behavior in ways advisors can’t ignore. They close with a forward-looking conversation on the future of the profession, including the growing role of AI and why, despite all the technological change, human needs and human biases aren’t going anywhere.

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