Why Clients Hire “Human” Advisors in the Age of AI: How Advisors Can Positively Influence Clients’ Emotional States

Technology is making routine advisory tasks faster and more automated, but it also gives consumers more DIY options, which raises the bar for the value human advisers must provide. As CFP Board noted in its Harnessing AI In the Financial Planning Profession report, AI could lead to many possible futures ranging from greater efficiency to broader disruption, yet in every scenario it is human skills that continue to set advisers apart.

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