skinny.

Latest / Advisor Talk with Frank LaRosa

How Financial Advisors Should Actually Be Using AI

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - and why the future of advice is still fundamentally human.

Rather than fearing AI, Frank explains why this moment closely mirrors the rise of online trading in the early 2000s - a shift that many believed would eliminate advisors, but ultimately made great advisors even more valuable.

This conversation centers on a critical idea:

Technology can provide data. Only humans can provide wisdom.

Frank and Stacey break down how AI can enhance efficiency…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.