Standard Deviations with Dr. Daniel Crosby

Marla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together

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Tune in to hear:

  • Where do people consistently misperceive their own behaviors and their own financial tendencies? Also, what are the forces that drive those blindspots?
  • Why do so many financial planning tools optimize for all the wrong things and how can we make client services better center the client and their goals?
  • What are Marla’s hopes for the world of tech when it comes to minimizing the “knowing-doing gap?”
  • Do people need more financial literacy or self-literacy/self-awareness?
  • In the medium term, how does Marla see the role of the financial advisor changing with respect to AI? What’s the place of behavioral coaching in this new world?
  • How does Marla think about the “creep factor” in her own business and how can we see clients for who they are without overreaching?
  • What lessons, as an entrepreneur and business owner, has Marla learned from introspection about how to uplift herself after a hard day?

    • Links

    • Marla Sofer on LinkedIn
    • Knowing Me, Knowing You Podcast
    • Knomee

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      • Meet Dr. Daniel Crosby
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        Standard Deviations with Dr. Daniel CrosbyBy Dr. Daniel Crosby
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