Episode Details

Artificial intelligence is becoming more common in financial planning, but what does that mean for the role of human advisors? In this episode of The Live Greater View, we examine how AI is being used in the industry and what it can—and can’t—do for clients.

We look at the balance between technology and personal guidance, and how both can work together to help people reach their financial goals.

In this episode, we cover:

• How AI is currently being applied in financial services
• Where technology can improve efficiency and decision-making
• Situations where human judgment and experience are still essential
• The limitations and risks of relying only on automated tools
• Ways advisors can integrate AI to provide better client service
• What clients should consider when choosing a tech-supported advisor

Why this matters:
Technology is changing the way financial advice is delivered, but personal insight and understanding remain important. This episode offers a clear look at how AI fits into the bigger picture of financial planning.