More Human, Not Less: New Edward Jones and Morning Consult Research Shows AI is Deepening the Role of the Financial Advisor
AI SummaryAI-generated — verify against the source.New research from Edward Jones and Morning Consult highlights that AI is enhancing, rather than replacing, the financial advisor's role by allowing for more personalized and human-centric client interactions. The findings suggest that advisors who integrate AI into their workflows can deepen client relationships by automating routine tasks, thereby freeing up time for high-value advisory work.
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