Leveraging AI to Automate 30 – 40% of Your Mundane Tasks

Leveraging AI to Automate 30 – 40% of Your Mundane Tasks

Steve Sandusky sits down with Matt Reiner during a podcast conversation to discus the impact of AI on the advisor community.

Steve’s top takeaway:

AI can do things human advisors don’t need to be doing so that we can focus on things AI can’t do, like:

  • Build better relationships with our clients.
  • Coach our clients on financial matters so that they make better decisions and feel more in control of their futures.
  • Help clients clarify what their money is for and live their best life possible today, not just in retirement.

Listen to the entire podcast interview.