Marla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together

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Where do people consistently misperceive their own behaviors and their own financial tendencies? Also, what are the forces that drive those blindspots?
Why do so many financial planning tools optimize for all the wrong things and how can we make client services better center the client and their goals?
What are Marla’s hopes for the world of tech when it comes to minimizing the “knowing-doing gap?”
Do people need more financial literacy or self-literacy/self-awareness?
In the medium term, how does Marla see the role of the financial advisor changing with respect to AI? What’s the place of behavioral coaching in this new world?
How does Marla think about the “creep factor” in her own business and how can we see clients for who they are without overreaching?
What lessons, as an entrepreneur and business owner, has Marla learned from introspection about how to uplift herself after a hard day?

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