Michael Kitces - How to Leverage Social Accountability for Better Customer Relationships and Brand Growth

Tune in to hear: - How does salience work with respect to different advisory fee models? - How can we use social accountability to better help clients see through their plans? - As the “meat and potatoes” of financial planning gets automated away, what does the future look like for financial planners? Will they operate in a broader life coach type capacity or does this feel off base? - Why is AI potentially “the kiss of death” for tech vendors? https://www.kitces.com Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing. Compliance Code: 2240-OAS-8/14/2023 Ad Compliance Code: 2120-OPS-8/2/2023 Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion