OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?
AI SummaryAI-generated — verify against the source.This opinion piece explores the dual nature of AI adoption by clients, questioning whether financial advisors should view this trend as a threat or an opportunity. It highlights the shifting dynamic where clients may arrive with AI-generated financial insights, requiring advisors to adapt their value proposition and communication strategies.
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