Leveraging the Human Element in a Digital World

Is technology replacing financial advisors? In “Leveraging the Human Element in a Digital World,” published in U.S. News and World Report, CFP Board’s CEO Kevin Keller argues that despite the rapid advancement in fintech, the role of a personalized, human financial planner will never disappear.

It is worthwhile to think of financial technology as a tool to leverage and elevate rather than a tool to replace the need for human interpretation. When used smartly, technology allows planners to spend more time creating deeply personalized financial plans rather than gathering data and crunching numbers. Technology can never fully replace the human element critical to the financial planning profession, but it can power more meaningful relationships between investors and financial planners.

— CFP Board CEO Kevin Keller, CAE

About the Author: Kevin Keller, CAE is Chief Executive Officer of CFP Board. Under his leadership, in support of CFP Board’s mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.