Financial advisors aren’t being replaced by AI, they’re being freed by it. Yohance Harrison sits down with John Foard, co-founder of Crown Advisors, to unpack how small firms can use AI to reduce busywork, improve note-taking, hire more people, and deepen human connection in client meetings. They cover industry fear vs. reality, compliance upside, meeting note-takers like Zoom AI and Hazel, and a rapid-fire “Marry, Divorce, Date” on advisor tech.
Links mentioned:
Email: info@crownadvisorgroup.com
Social: Crown Advisors and Retire Stronger.
Recorded after Future Proof.
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