• Advice architects Ep. 13 - The Future of Financial Planning Without Mentioning AI, with Jason Pereira

  • Oct 11 2023
  • Length: 27 mins
  • Podcast

Advice architects Ep. 13 - The Future of Financial Planning Without Mentioning AI, with Jason Pereira

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  • Summary

  • In this episode of Advice Architects, we dive deep with Jason Pereira, as he paints a picture of the future of financial planning without mentioning artificial intelligence (AI). What does financial planning really mean? To Jason, it's much more than dollars and cents—it's about the intersection of life aspirations, comprehensive understanding, and the art of human connection. While technology has its merits, the true value of a financial planner goes beyond algorithms. From being life coaches to navigating the emotional terrains often overlooked by software, join us as Jason shares his vision of an industry where the balance between tech and touch defines success. If you've ever wondered about the human side of financial strategy, this episode is for you.
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