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Podcast: AlignedLife with Justin Castelli
Episode: We're Still Out Here with Samuel Deane | Convos With Friends
Description: In this conversation,  I'm joined by one of my closest friends Samuel Deane. We discuss the evolving landscape of financial planning, emphasizing the importance of an empathetic approach that integrates clients' personal lives with their financial goals, and we contrast this with the future of financial advisory in the age of AI and the necessity for advisors to build trusting relationships with their clients. We also explore the challenges of balancing work and family life, the significance of understanding clients' true desires, and the role of financial advisors as guides in the life planning process. Ta...