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Dan Haylett and Alan Smith: AI Is Compressing Technical Advice to Zero
The launch of advanced AI models capable of writing code and executing complex tasks has coincided with a sharp drop in the share prices of some large financial service companies. The market is reflecting the reality that the traditional, technical, number-crunching value proposition of a financial advisor is rapidly being commoditized.
But what does this mean for the individual human advisor and the RIA CEO?
On today's show, I discuss the future of financial advisory with Dan Haylett, Marketing Director & Financial Planner at TFP Financial Planning, and Alan Smith, Founder and CEO of Capital…
The skinny
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