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Dr. Preston Cherry: Can AI Fake What Makes a Great Advisor?
In a nutshell: The business of financial advice has always been built on a foundation of trust. But AI's ability to synthesize complex ideas into easily-digestible soundbites and talking points has created a tempting shortcut for investors and advisors alike.
Why go through the work of building a relationship with a client if AI can optimize a portfolio in a couple clicks?
And how can everyday investors tell the difference between a trustworthy decision partner who's going to guide them through a Life-Centered Financial Plan and an "expert" who lets AI do their thinking for them?
On today's…
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