Financial Advisor

Is AI gonna replace financial planners and this and that? And, and I think that's something that AI can't do, is establish that same rapport and the same listening.

So I just wrote an article about d- on, for Financial Advisor Magazine, or fi- sorry, Financial Planning Magazine, um, that said, "AI can give you financial answers, but it can't give you financial confidence."

Hmm.

I like that.

The advisor can ask the question that exposes the real issue, make the dependencies visible, and coordinate the appropriate professionals around the client's priorities.

For Financial Advisor Magazine, we selected five original conversations that are especially relevant to that role.

We begin with greater ambition.

It helps an entrepreneur clarify what the next chapter is really meant to make possible before the advisor and the rest of the professional team start designing around it.