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Michael Kitces - How to Leverage Social Accountability for Better Customer Relationships and Brand Growth
Manage episode 376905008 series 1454631
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
347 פרקים
Manage episode 376905008 series 1454631
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
347 פרקים
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