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Land & Everything Else
Land & Everything Else is dedicated to demystifying the world of alternative investments. Brought to you by the department of Agriculture and Consumer Economics within the College of Agricultural, Consumer and Environmental Sciences at the University of Illinois, Land and Everything Else will explore the nuts and bolts of non-stock and bond investing. From dirt to derivatives, this podcast will guide financial planners, wealth managers and consumers into the land of alternative investing.
Land & Everything Else
51. Why Financial Planning Still Needs a Human Touch with Dr. Matt Goren
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Dr. Craig Lemoine & Ailie Elmore
Artificial intelligence may change how we work, but it won’t replace what makes advisors invaluable: empathy, perspective, and real human connection.
In this episode, Dr. Matt Goren, Chief Strategy Officer at Brett Danko Educational Center, joins Craig Lemoine to explore the intersection of AI, education, and financial planning. From calculators to ChatGPT, they discuss what’s worth keeping, what needs to evolve, and how the next generation of planners can balance efficiency with empathy.
They also dive into the changing face of advisor education, scaling classroom experiences without losing the human touch, and why the profession’s future depends on how we teach and who we attract to the field.
Key takeaways:
- How AI is reshaping, but not replacing, the financial planning profession
- Why empathy and experience are the new competitive edge for advisors
- The evolution of CFP education in the age of automation
- How hybrid learning models are preparing the next generation of planners
- Why compensation transparency and new fee models are shaping the industry’s future
- What upcoming leadership changes at CFP Board and FPA could mean for practitioners
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