Two visions for AI are competing for the minds of wealth advisors. In the first, AI accelerates the digitization of countless tasks, freeing time and resources to scale based on elevated client-to-advisor ratios and advisor replacement through process automation. By contrast, the second vision recognizes the actual history of our industry, one in which each technological advance has resulted in more advisors servicing fewer clients in more comprehensive ways. In this alternative vision, success banks less on efficiency and more on effectiveness. In this session, attendees can expect to walk away with a greater understanding of how AI's strengths and limitations create the opportunity for more effective and valuable client-to-advisor relationships through deeper human understanding.
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