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Your Financial Advisor Is Being Replaced by AI | Episode #27
Charles Schwab is replacing financial advisors with AI. And this should be a wake-up call for the entire financial advice industry and the people paying for advice.
If you’re a financial advisor, thinking about hiring one, or already paying someone to manage your wealth, you absolutely need to watch this episode.
AI can make traditional financial advice faster, cheaper, and more accessible. But it also exposes a much bigger problem: a lot of what people have been paying advisors for can now be automated.
Real wealth advice goes far beyond picking investments and building a portfolio.
It’s…
The skinny
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