Science And Technology Are NOT The Keys
The more that science and technology teach us about the human brain, the more obvious it is that science and technology are not the keys to changing the way the world plans. Apps and algorithms have their place in your practice, especially when it comes to automating tasks that free you to have more meaningful face time with your clients. But it’s the questions we can ask in those meetings, and the way we apply those answers to a financial plan, that will enhance your client’s life and make you indispensable.
People already know that they should save and invest for retirement. What they need help with is discovering and rediscovering their financial motivations and values. They need someone to walk them up and down the hierarchies of their financial goals to find those hows and whys.
They need you.
Steve Sanduski, CFP, is the founder of Belay Advisor, the CEO of ROL Advisor, a discovery process technology system, a New York Times bestselling author, host of the Between Now and Success podcast, international speaker and blogger.