Planning

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What’s unique about … Read more

Meta is planning a push into AI-powered household robots – Go Health Pro

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Meta is planning a push into AI-powered household robots – Go Health Pro

Meta is looking to be the go-to marketplace for robo-tech, with the company planning to develop its own humanoid robot hardware and later become a lead developer of the robots’ AI-based backbone. The effort will be spearheaded by a new hardware division in Meta’s Reality Labs (Quest VR and Ray-Ban smart glasses), reported Bloomberg, and … Read more

Social Security Fairness Act: Planning Considerations For The Repeal Of The Windfall Elimination Provision (WEP) And Government Pension Offset (GPO) – Go Health Pro

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Social Security Fairness Act: Planning Considerations For The Repeal Of The Windfall Elimination Provision (WEP) And Government Pension Offset (GPO) – Go Health Pro

For most people, Social Security benefits are calculated using a single formula, which takes into account the individual’s history of earning income on which they paid Social Security tax. But historically, a subset of workers that spent at least part of their careers in positions that did not pay Social Security tax – including many … Read more

Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice – Go Health Pro

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Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice – Go Health Pro

Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. Then, technology evolved, introducing tools like Excel, the internet, and sophisticated financial planning and CRM software that transformed how advisors deliver financial advice. Today, AI is poised to drive another … Read more

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