Holistic, Human, and Honest Financial Planning with Cary List
That’s why if you are looking at your clients from a holistic lens, which is done through employing behavioral economics, behavioral psychology, pairing the human behavior tenets with the use of technology, and you’re always acting honestly and in your client’s best interest, financial planning is a very exciting profession.
– Cary List
Listen to this episode
Intro
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
