Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster... Or Better?

Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster... Or Better?

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Publish Date:
2 December, 2022
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

In our 100th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the evolution of advisor technology, how advisor technology has shifted the focus for many firms toward offering advice at scale by leveraging speed and efficiency, and whether advisor technology is truly helping make advisors better… or just faster. For more, see https://www.kitces.com/blog/advisor-technology-financial-planning-robo-advice-faster-or-better/ and https://www.thesocietyofadvice.com/.


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