In the latest episode of the podcast Standard Deviations, Dr. Daniel Crosby spoke with Michael Kitces about Leveraging Social Accountability. Can advisors use social accountability to help clients follow through on their plans? How will technology affect the future of financial planning?
“You have to know you’re going to be sitting across from someone who’s going to say, “So, how about the thing that we’ve been working on? Did you do what you said you were going to do?” Not: Did you do what I told you to do? Did you do what YOU said you were going to do?”