Ep. 88 - AI vs. Certified Financial Planners (Who Comes Out Ahead?)
On this episode of Through The Pines we'll pit AI versus certified financial planners, and the biggest issues affecting both including…
Will AI Steal Financial Planners Jobs
Fiduciary Duty
Cost
Emotional/Personal Touch
Complex Tax & Estate planning
Speed and Access
Bias & Conflicts
Behavioral Coaching
Regulatory Issues
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while raking the leaves, this is Through the Pines.
Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com
2023, 2024 & 2025 Forbes Best in State…
The skinny
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