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Why the Best Advisors Ask the Hardest Questions | Doug Boneparth
The advisors who will thrive in the AI era are the ones willing to ask the questions no algorithm ever will.
In this episode of Insight Is Capital, host Pierre Daillie sits down with Douglas Boneparth, CFP and President of Bone Fide Wealth, to explore the growing gap between what financial advisors deliver and what clients actually need. Drawing on his best-selling book Money Together, Doug makes the case that the most valuable thing an advisor can offer has nothing to do with portfolios or projections. It is the willingness to go deeper, to ask uncomfortable questions, and to make room for…
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