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Becoming an Intentionally Human Financial Advisor with Clare Ciervo
In a Nutshell: Technology is going to absorb most of the technical aspects of our work, so we have to become experts at what it means to be human. And advisors who embrace and further develop their "human" side of advising will thrive no matter how technology evolves.
Guest: Clare Ciervo, CFP®, Advisor & Financial Planner at Balanced Rock Investment Advisors.
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By Steve Sanduski
4.7
105105 ratings
In a Nutshell: Technology is going to absorb most of the technical aspects of our work, so we have to become experts at what it means to be human. And advisors who embrace and further develop their "human" side of advising will thrive no matter how technology evolves.
Guest: Clare Ciervo, CFP®, Advisor & Financial Planner at Balanced Rock Investment Advisors.
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