Most people think they're "on track" financially — but very few actually are.
In this episode, we break down how financial scoring + AI is changing the way advisors work with clients, make recommendations, and scale organizations. Instead of opinions, sales pressure, or guesswork, this system uses real math, real data, and real-time AI to show clients exactly where they stand on retirement readiness, tax efficiency, and long-term financial health.
We dive into:
Why most financial plans fail in the distribution phase
How AI acts like a copilot in client appointments
Why focusing only on risk misses the real enemies of money
How financial scoring creates trust without persuasion
The biggest mistake people make with 401(k)s and taxes
Why scalability in financial services requires systems, not personalities
Whether you're a financial professional, entrepreneur, or someone who wants clarity on their financial future, this conversation will completely change how you think about money, AI, and retirement planning.
