Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169 cover art

Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169

Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169

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In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships.

For full show notes, see kitces.com and thesocietyofadvice.com.

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