{"id":24146,"date":"2025-09-19T20:55:04","date_gmt":"2025-09-19T20:55:04","guid":{"rendered":"http:\/\/www.thinkadvisor.com\/2025\/09\/19\/the-next-era-in-financial-planning-key-insights-on-ai-talent-and-the-future-of-advice\/"},"modified":"2025-09-19T20:55:04","modified_gmt":"2025-09-19T20:55:04","slug":"the-next-era-in-financial-planning-key-insights-on-ai-talent-and-the-future-of-advice","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2025\/09\/19\/the-next-era-in-financial-planning-key-insights-on-ai-talent-and-the-future-of-advice\/","title":{"rendered":"The Next Era in Financial Planning: Key Insights on AI, Talent, and the Future of Advice"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/925090346\/0\/thinkadvisor.png\"><img decoding=\"async\" src=\"https:\/\/feeds.feedblitz.com\/-\/925090346\/0\/thinkadvisor.png\" class=\"media_thumbnail\"><\/a><\/div>\n<p>As financial planning enters a new era, advisors face both unprecedented opportunity and growing complexity. Challenges like fee compression and talent shortages are colliding with rising client demands for more personalized, empathetic, and tech-enabled experiences. How can you stay ahead of the curve and build a practice that thrives in the future?<\/p>\n<p>Join this webcast to explore key findings from eMoney&#8217;s 25th Anniversary Summit research, revealing how the industry has evolved, and where it\u2019s headed next. We will dive into the rise of holistic planning and behavioral finance, to the transformative potential of artificial intelligence. You\u2019ll learn how to leverage technology to scale your impact, deepen client relationships, and deliver planning that\u2019s both data-driven and deeply human.<\/p>\n<p>In this session, you\u2019ll discover:<\/p>\n<ul class=\"rte2-style-ul\" id=\"rte-f9e4dc40-9590-11f0-980b-cf2d8f38c3ca\">\n<li>How AI is enhancing advisor productivity and enabling personalization at scale<\/li>\n<li>Why behavioral finance is becoming central to client engagement and retention<\/li>\n<li>Actionable strategies to attract and retain diverse advisor talent in a competitive market<\/li>\n<li>The evolving expectations of modern clients and how your firm can meet them<\/li>\n<\/ul>\n<p>Whether you&#8217;re a seasoned advisor or a firm leader, this session will provide the actionable insights you need to navigate the future with confidence.<\/p>\n<div class=\"paywall-content\" readability=\"40\">\n<p><b><i>Speakers:&nbsp;<\/i><\/b><\/p>\n<figure id=\"figure_00000199-6387-d30a-a9df-7bb708750000\" align=\"alignnone\"><img decoding=\"async\" id=\"00000199-6387-d30a-a9df-7bb708750000\" class=\"alignnone\" src=\"https:\/\/k2-prod-alm.s3.us-east-1.amazonaws.com\/brightspot\/9f\/a1\/ddf2ed0b4d09a8527faeec71fba9\/emily-koochel.png\"><figcaption><\/figcaption><\/figure>\n<p><b>Emily Koochel, Ph.D., AFC\u00ae, CFT\u2122, BFA\u2122<\/b> | Manager, Financial Wellness | <i>eMoney<\/i><\/p>\n<figure id=\"figure_00000199-6387-d91f-a1db-f7dfa80c0000\" align=\"alignnone\"><img decoding=\"async\" id=\"00000199-6387-d91f-a1db-f7dfa80c0000\" class=\"alignnone\" src=\"https:\/\/k2-prod-alm.s3.us-east-1.amazonaws.com\/brightspot\/fb\/18\/964e7e884e908d2524525b990738\/andrew-schnall.png\"><figcaption><\/figcaption><\/figure>\n<p><b>Andrew Schnall<\/b> | Assistant Vice President | <i>8 Acre Perspective<\/i><\/p>\n<figure id=\"figure_00000199-6388-d17b-affb-6f8e31510000\" align=\"alignnone\"><img decoding=\"async\" id=\"00000199-6388-d17b-affb-6f8e31510000\" class=\"alignnone\" src=\"https:\/\/k2-prod-alm.s3.us-east-1.amazonaws.com\/brightspot\/6c\/e3\/460cdac1418a962a87e5b4ebe261\/linda-sikora.png\"><figcaption><\/figcaption><\/figure>\n<p><b>Linda Sikora<\/b> | Manager, Market Research | <i>eMoney<\/i><\/p>\n<p><b><i>Register Now!<\/i><\/b><\/p>\n<p><i>Can&#8217;t attend? <u>Register here<\/u> for an on-demand recording after the webcast.<\/i><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>As financial planning enters a new era, advisors face both unprecedented opportunity and growing complexity. Challenges like fee compression and talent shortages are colliding with rising client demands for more personalized, empathetic, and tech-enabled&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":24147,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2025\/09\/the-next-era-in-financial-planning-key-insights-on-ai-talent-and-the-future-of-advice.png","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/24146"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=24146"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/24146\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/24147"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=24146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=24146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=24146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}