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A Blockbuster lesson for planners

With the right balance between human and digital experience, technology is an essential tool that supports Financial Planners rather than threatens to replace them.

Automate, streamline and use AI and machine learning to deliver slick, efficient financial plans at a fraction of the cost of face-to-face advice.

Well not quite. Computers can beat us at chess, but we humans are better at empathy, kindness, gratitude and humour. All these things are critical to building trusted relationships, something at the heart of Financial Planning.

However, there is no room for complacency, Tessa Lee, our managing director, writing for financial planning today, uses a technology history lesson to highlight the perils of thinking that life will always continue the same way.

Financial Planners must find the right balance between human contact and digital experience. When used to complement human-to-human connections this builds loyalty and improves profitability.

Read the full article here.