IPB 055: Can Financial Advice be Systematized?

Today's episode is not one of our episodes where you're going to get a bit-by-bit breakdown of a life insurance policy or concept totally dedicated to life insurance.

No, today we get into a discussion that keeps popping up and that is one of designing the financial planning process to work as a more systematic process. The idea being that most people prefer to check off a few boxes, select from multiple choice responses and voila have a “to do” list of financial related items spit out the other side.

A picture of the Mechanical Turk comes to mind. It's a wonderful idea and not 100% flawed thinking but the practical application leaves much to be desired.

Obviously, we have much more to say about it…listen the full episode to hear more.

 


Leave a Reply

  • RSS RSS

  • Archives

  • Categories