Total Wealth Plan v6.0 and the Emergence of Human Agency Infrastructure
For Total Wealth Planners, I think this points toward something much bigger than “better advice software.”
The future planner may not primarily be an investment intermediary.
They may become a guide helping people navigate uncertainty, complexity, transition, and decision-making in the age of AI.
By agency, I mean helping people regain the ability to think clearly and act intentionally in their own lives.
TWP v6.0 is an early attempt to build infrastructure around that idea.
Curious how other planners see the profession evolving from here.