How financial advice is changing through voice calls

How financial advice is changing through voice calls

As the world moves out of the pandemic and into the cost-of-living crisis, the future of financial advice is continuing to change.

All the financial advice you’ll ever need fits on a single index card

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At first glance, fiscal planning can seem more complex and time-consuming than it’s worth. But according to Professor Harold Pollack of the University of Chicago, you can fit all the financial advice you’ll ever really need on a single index card. Economics correspondent Paul Solman takes a look at Pollack’s ten easy tips for simple and sensible money management.

The #1 Mistake People Make When They Use a Financial Advisor

The #1 Mistake People Make When They Use a Financial Advisor
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Is this the END of human Financial Advisors? Asking ChatGPT my client’s questions

How I’m using ChatGPT as a Financial Advisor (free guide):

Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth based in Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal investing to the world, in an effort to improve financial literacy and help advisors and their clients achieve their financial goals.

All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.

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