))
51. Why Financial Planning Still Needs a Human Touch with Dr. Matt Goren
Manage episode 514059867 series 3551232
Content provided by Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore 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.
Artificial intelligence may change how we work, but it won’t replace what makes advisors invaluable: empathy, perspective, and real human connection.
In this episode, Dr. Matt Goren, Chief Strategy Officer at Brett Danko Educational Center, joins Craig Lemoine to explore the intersection of AI, education, and financial planning. From calculators to ChatGPT, they discuss what’s worth keeping, what needs to evolve, and how the next generation of planners can balance efficiency with empathy.
They also dive into the changing face of advisor education, scaling classroom experiences without losing the human touch, and why the profession’s future depends on how we teach and who we attract to the field.
Key takeaways:
- How AI is reshaping, but not replacing, the financial planning profession
- Why empathy and experience are the new competitive edge for advisors
- The evolution of CFP education in the age of automation
- How hybrid learning models are preparing the next generation of planners
- Why compensation transparency and new fee models are shaping the industry’s future
- What upcoming leadership changes at CFP Board and FPA could mean for practitioners
Connect with us!
53 episodes
Share
