Marla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together
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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
Connect with Us
- Meet Dr. Daniel Crosby
- Check Out All of Orion’s Podcasts
- Power Your Growth with Orion
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