Jul '24 • AI & Tech 🤖
AI in financial advice conference
Attending 's excellent AI conference yesterday highlighted a crucial point: ignoring AI could be the biggest threat to adviser survival.
Ian stressed that AI is not only a significant opportunity but also a catalyst for change in our industry. With many older advisers considering retirement, the emergence of AI-driven advisers is imminent and to stay relevant we must embrace AI to optimise our processes and improve client outcomes.
Advisers should also consider developing skills in psychology and behavioural science in order to strengthen their face to face advice skills - areas where human touch is irreplaceable.
My key takeaway was that the future of financial advice lies in balancing AI's technical capabilities with human empathy and expertise.
A special shout out to Aveni for winning the best in show award and to all the innovative firms demonstrating AI solutions. Delighted to have played my own part in demonstrating how AI can support lead generation.
Onwards and upwards.
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AI in financial advice conference
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