I recently came across this post about executive coaching being paused and replaced by AI. It’s a conversation I know is happening in boardrooms and client meetings across the financial services industry:
Can AI replace the trusted advisor in general and how does this affect my beloved financial advisor profession?
As a best-selling author on referrals and the 2024 Exit Planning Institute Member of the Year, I see this as a pivotal moment for all of us who serve clients — not because we’re at risk of being replaced, but because we’re being called to elevate what makes us irreplaceable.
Of note: mediocre advisors will be ruthlessly culled by AI. Be exceptional or be replaced.
You need to stop asking what AI can do for you and start asking what it cannot do for your ideal clients.
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