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.