51. Why Financial Planning Still Needs a Human Touch with Dr. Matt Goren

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 professionWhy empathy and experience are the new competitive edge for advisorsThe evolution of CFP education in the age of automationHow hybrid learning models are preparing the next generation of plannersWhy compensation transparency and new fee models are shaping the industry’s futureWhat upcoming leadership changes at CFP Board and FPA could mean for practitionersConnect with us!Dr. Matt Goren on LinkedInDanko EducationDr. Craig Lemoine on LinkedInAgriculture Focused Financial PlanningLand & Everything Else YouTube Channel