Virtual Reality for Financial Planning Attention to Detail
Published on June 28, 2025
About this Podcast
HOST: Welcome to our podcast, today we're joined by an expert in the field of financial planning and virtual reality. Can you tell us a bit about yourself? GUEST: Sure, I've been a financial planner for over 15 years and have recently started using virtual reality to help clients understand complex financial concepts. HOST: That's fascinating! How did you get into using VR for financial planning? GUEST: I was looking for new ways to engage clients and make financial planning less intimidating. VR provides an immersive experience that helps clients grasp concepts more easily. HOST: That makes sense. What are some current industry trends when it comes to using technology like VR in financial planning? GUEST: More and more financial planners are recognizing the benefits of VR and other immersive technologies. It's becoming a competitive advantage for those who adopt it early. HOST: And what challenges have you faced in implementing VR in your practice? GUEST: The initial setup can be challenging, and some clients may be hesitant at first. But once they try it, they usually find it very helpful. HOST: That's a good point. Looking to the future, where do you see this area heading? GUEST: I believe VR and other immersive technologies will become standard tools in financial planning. They offer a level of engagement and understanding that traditional methods can't match. HOST: That's an exciting outlook. Thank you so much for joining us today and sharing your insights on the Virtual Reality for Financial Planning course. GUEST: My pleasure. Thanks for having me.
