In this episode, Mo and Paul discuss the evolving landscape of advisory services in the context of AI and technology. They explore how AI tools like ChatGPT are being integrated into client interactions, the importance of maintaining a human element in advisory roles, and the future implications for professionals in the industry. The conversation highlights the need for advisors to adapt to changing client expectations and the potential for AI to enhance, rather than replace, the advisory relationship.
- AI is becoming increasingly efficient in client interactions.
Advisors must focus on implementation, not just information. - The human element in advisory services remains crucial.
Clients are using AI for financial advice more frequently.
Advisory roles will evolve with technology advancements. - AI can serve as a valuable tool for advisors.
Understanding client needs is essential in a tech-driven world. - The pace of change in the industry is accelerating.
Advisors should embrace AI to enhance their services.
Starting to use AI tools can lead to significant efficiencies.
