Dollars To Dreams Financial Planning Podcast

In This Episode

Whether you like it or not, AI is coming, and it is coming in fast. We are approaching a major paradigm shift in the world of investing, but what will it look like? On this episode of Dollars To Dreams: Planning with Purpose, Tyler Hafford spells it out plain and simple: AI will be a revolutionary tool to aid the process, but it cannot do the most important part… the artificial advisor can help, but can it help you?

You’ll Learn 

• The Achievement of the Artificial Advisor – AI is no magic trick, it’s legitimately powerful. It can quickly analyze data, recognize patterns, and automate tasks that would take a human hours. There are many parts of financial advising that AI might completely revolutionize.
• The Consequence of the Artificial Advisor – What AI cannot do is factor in consequences like a human can. It has the figures, but it does not have the relationship to the client; it does not know the myriad contexts, events, and reservations that make up a life, and cannot account for the consequences.
• The Resolution of the Artificial Advisor – In the end, the financial advisor will not fall to the wayside, but their position may change slightly. With AI being able to quickly bring up the data and the numbers, it will now be the advisor’s job to tell you what the numbers actually, actionably mean.

Produced by Sutherland Weston. Contact us at https://sutherlandweston.com/