Fintech vs. the Human Advisor - a podcast by Financial Planning Association

Natalie Taylor, CFP®, BFA™, runs an RIA and consults with fintech companies through her own business, Natalie Taylor Consulting. She spoke with Hannah Moore, CFP®, about what finance apps do better for the average customer, what human advisors provide that can’t be replaced, and what the profession can learn from fintech to make financial planning services more client-centric and impactful.

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association