Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from Wish List failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
-
Narrated by:
-
By:
About this listen
In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies.
For full show notes, see kitces.com and thesocietyofadvice.com.
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.