Tale from the Dark Side: Technology has become so advanced that planners may rely too heavily on it, thus putting the focus on numbers, not people

Computer technology has become the driving force in the practice of financial planning, to the point where many planners have been seduced by the Dark Side of that force. They have come to accept that the results of all this technological wizardry - that is, the numbers spewed out by their software...

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Bibliographic Details
Published in:Financial planning (Atlanta, Ga.) Ga.), 2002-01, p.1
Main Author: Olsen, John L
Format: Magazinearticle
Language:English
Subjects:
Client relationships
Financial planners
Financial planning
Information technology
Software
Online Access:Get full text
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Summary:Computer technology has become the driving force in the practice of financial planning, to the point where many planners have been seduced by the Dark Side of that force. They have come to accept that the results of all this technological wizardry - that is, the numbers spewed out by their software - are both relevant and correct. The biggest problem with the incredibly powerful tools planners employ is that these tools have allowed planners to form an intimate relationship with their clients' data, when what they need to do is form an intimate relationship with their clients.
ISSN:0746-7915