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Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170

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Manage episode 498788364 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

171 episodes

Artwork
iconShare
 
Manage episode 498788364 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

171 episodes

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