Evolve or Dissolve: Rethinking What It Means To Be A Financial Planner with Cary List [Ep34]
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As technology continues to displace much of a financial planner's traditional value proposition, the skills that financial planners need to adopt have changed.

Recognizing this shift, FP Canada (the national professional body leading the advancement of professional financial planning in Canada) underwent a multi-year project to revamp the entire professional curriculum to focus on and emphasize the human element of financial planning.

In this episode, Cary List, FP Canada CEO, speaks directly about the need for financial planners to adapt in order to survive and shares how FP Canada is preparing the next generation of financial planners.

Links and show notes at https://innovatingadvice.com/post/episode34.)

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