
π§ Just dropped some serious knowledge on Episode 79 of UncommonCents!
Dean Holmes breaks down how the financial planning game has completely changed - and it's not just about the numbers anymore π
π₯ Key drops in this episode:
π‘ Mind-blowing insight: We're losing clients during generational handovers because kids can't even book meetings online. "I can't book with your advisor, Mom" = game over.
π€ The AI prediction: Imagine AI remembering that casual comment from 5 years ago about wanting to celebrate at that special restaurant when their kid graduates... That's the future of personalized service.
Ready to future-proof your practice? This episode is essential listening for every financial adviser who wants to stay relevant.
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