Latest / Between Now and Success
Brendan Frazier on What AI Can and Can't Do to Improve Client Reviews and Close the Knowing-Doing Gap
Guest: Brendan Frazier, former Chief Behavioral Officer at RFG Advisory and host of The Human Side of Money podcast.
In a nutshell: AI isn't just changing money management -- it's challenging the very structure of the advisor-client relationship.
The client review meeting has always served as our central point of contact. But what happens to the review meeting when AI agents can continuously monitor a client's financial life, present a real-time dashboard, and proactively answer complex budget questions, on demand, at 9:30 PM?
And how are advisors supposed to catch up to what AI "knows" if…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.