Holistic, Human, and Honest Financial Planning with Cary List

The Decision Corner

内容由The Decision Lab提供。所有播客内容（包括剧集、图形和播客描述）均由 The Decision Lab 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

3y ago 47:10

M4A•单集首页

In this episode of The Decision Corner, Brooke is joined by Cary List, the past president and CEO of FP Canada, an organization designed to professionalize financial planning. Throughout this episode, he provides his expert perspective on the changing industry of financial planning. Zeroing in on the transformational power of technology, behavioral science, and improved professional standards, List paints a picture of a brighter future for the field of financial planning.

Some specific topics of this episode include:

The seismic shift in the financial planning industry from a sales first industry to a people-first industry
How the pandemic impacted trust in the financial services companies
The innovative digital techniques of fintech organizations, and how they may be falling behind the curve
What roles human financial advisors will play in an increasingly automated world
How Cary’s “3H model” can transform financial planning into a more holistic, human, and honest profession

70集单集

#Science #Social Sciences #The Decision Lab