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The History and Future of Financial Planning, in Academics and in Practice with Dr. Nathan Harness [Ep71]
We talked wine lists, trees growing backwards and the wild west, all in the name of continuing to build this wonderful #financialplanning profession.
Dr. Nathan Harness, Director of Financial Planning at Texas A&M University, also shares the inherent solution biases most people have based on their area of expertise and we chat about the need for more academic research.
And listen until the end where he describes the need for normative standards in the profession (say what? he explains) and talks about the delicate balance between the art and science of financial planning.
Links, transcript and timestamps at https://innovatingadvice.com/post/episode71.
Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business
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By Kate Holmes
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We talked wine lists, trees growing backwards and the wild west, all in the name of continuing to build this wonderful #financialplanning profession.
Dr. Nathan Harness, Director of Financial Planning at Texas A&M University, also shares the inherent solution biases most people have based on their area of expertise and we chat about the need for more academic research.
And listen until the end where he describes the need for normative standards in the profession (say what? he explains) and talks about the delicate balance between the art and science of financial planning.
Links, transcript and timestamps at https://innovatingadvice.com/post/episode71.
Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business