The AI State of Play For Advisors In Q4 [Video]

We are nearly two years into the arrival of generative AI. How are financial advisors using this technology? And, how do they feel about it?

We attended Financial Planning’s Advise AI conference to get a snapshot of advisors’ relationships with generative AI. But we didn’t go in blind. Our agency makes extensive use of AI tools to magnify the human work of financial services communications and PR. For months, we have been in extensive conversations with financial advisors and leaders about how their businesses are thinking about and using AI.

(And, our founder Greg Matusky has interviewed a number of pioneers in his ongoing podcast series, The Disruption Is Now. Check it out!)

But where do things stand in 2024, as advisors turn over every stone in search for business growth?

‘Expedite, not automate’

The non-deterministic nature of generative AI means it can tackle challenges that classic, rules-based algorithms could not. But the necessity of winning …