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Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Michael Kitces - Leveraging Social Accountability

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Manage episode 376905008 series 1454631
Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.

Compliance Code: 2240-OAS-8/14/2023

Ad Compliance Code: 2120-OPS-8/2/2023

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  continue reading

307 episodios

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iconCompartir
 
Manage episode 376905008 series 1454631
Contenido proporcionado por Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.

Compliance Code: 2240-OAS-8/14/2023

Ad Compliance Code: 2120-OPS-8/2/2023

Connect with Us

  continue reading

307 episodios

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