『"The greatest tool a financial planner has is listening" - PFS POWER Podcast Ep.5』のカバーアート

"The greatest tool a financial planner has is listening" - PFS POWER Podcast Ep.5

"The greatest tool a financial planner has is listening" - PFS POWER Podcast Ep.5

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On this week's PFS POWER podcast, we ask Rosa Nash and Kate Gannon if technology can enhance the human side of financial planning. They discuss the tools that they use to allow them to focus on better serving their clients, and the current pitfalls of relying on AI to give advice. Find more podcasts, webinars and articles on the PFS POWER website: https://pfspower.org/
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