Why AI-Enabled Financial Advisors Will Win the Next Decade
Here's something that might surprise you: The financial advisors thriving in 2035 won't be the ones with the fanciest degrees or the biggest client lists today. They'll be the ones who figured out how to dance with AI rather than run from it.
I've been watching this transformation unfold from conference stages in Florida to training rooms in Manchester, and the writing's on the wall.
Financial advisors who embrace AI aren't just getting a competitive edgeā€”they're redefining what "advisory" actually means.
Let me explain why the smart money (literally) is on AI-enabled advisors.
1) The Time Liberation Revolution
Traditional financial advisors spend roughly 70% of their time on administrative tasks. Portfolio rebalancing, compliance documentation, client onboarding, market researchā€”all the stuff that keeps you busy but doesn't make clients' lives better.
AI flips this equation.
I met a financial advisor in Dubai last year who told me his AI tools saved him 15 hours a week. That'...
