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Holistic, Human, and Honest Financial Planning with Cary List

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Manage episode 295507295 series 2902888
Content provided by The Decision Lab. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Decision Lab 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://player.fm/legal.

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
  continue reading

70 episodes

Artwork
iconShare
 
Manage episode 295507295 series 2902888
Content provided by The Decision Lab. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Decision Lab 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://player.fm/legal.

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
  continue reading

70 episodes

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