Premium Only Content

Why AI Will Not Replace (Good!) Financial Planners
Will AI replace financial planners?
In this LIVE episode, I talk about the future of ai in wealth management and financial planning and explain why working with a human will still be your best bet when it comes to tailoring a financial plan to your situation. Financial planning is both an art and a science, and there are just things that AI and technology cannot factor in when calculating and generating projections.
But, that does not mean there are not some great AI tools and technology available that can help you build the data you need to support your financial plan. I will list some tools you might find useful, and contrast how you may use them and how they can support building a holistic financial plan.
Remember, Financial Freedom is found through Discipline 👏
Stream starts: 03:42
💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe
🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics
🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule
✅ Subscribe! : https://www.youtube.com/@chisholmfinancial
✅ My Instagram : https://bit.ly/ChisholmInsta
✅ My Twitter : https://bit.ly/ChisholmTwitter
✅ My Substack : https://bit.ly/ChisholmSubstack
Timestamps:
03:42 - Stream starts: let’s talk about the relationship aspect of professional help
08:36 - Client example: Could AI have replaced me?
13:32 - Asking ChatGPT financial planning questions
17:28 - Podcast announcements: no podcast next week!
#aitools #financialplanner #financialindependence
Let's take a look at Finance AI News and The Impact Of AI On Finance. This is the Future AI Finance. This A.I. Will Change Financial Planning Forever, let's talk about how This A.I. Just Changed Investing Forever, Is this the END of human Financial Advisors? I am Asking ChatGPT How AI Is Powering the Future of Financial Services and discovering WallyGPT: The AI That Only Talks MONEY. What is the Opacity of ai based decision making in finance industry?
-
0:28
Jenny Logan, CFP®
4 days agoNo Replenishment Plan? Retirement Doom!
10 -
20:08
From The Desk Of Anthony Pompliano
4 hours ago $1.20 earnedHow Wall Street And Washington Could Quietly (And GENIUSLY) Stack Bitcoin
8.36K -
LIVE
This is the Ray Gaming
54 minutes agoWelcome to Rumble This is the Ray Gaming
81 watching -
LIVE
TheBoyDevv
3 hours agoELDEN RING NIGHTREIGN⚔ | CONQUERING THE NIGHT🔥| I APPRECIATE YOUR SUPPORT💙
21 watching -
1:00:40
BonginoReport
3 hours agoPLOT TWIST in Trump Assassination Attempt - Nightly Scroll w/ Hayley Caronia (Ep.61)
90K57 -
LIVE
Quite Frankly
8 hours agoCanceled Comics Laugh at the Culture War ft. Leonarda Jonie & Chrissie Mayr 6/3/25
947 watching -
LIVE
EnDuEnDo
1 hour ago🚨Variety Stream 🎮 Push to 600 Followers 🚀 Chill Vibes 😎 Content Creator for @SelfMadeGGs & @SMKAcademy
30 watching -
1:29:05
Kim Iversen
4 hours agoElon Musk SLAMS Trump "You Did Wrong! You Know It!"
73.3K83 -
DVR
Bannons War Room
3 months agoWarRoom Live
20.1M5.32K -
LIVE
SpartakusLIVE
2 hours agoSpecialist TOWER OF POWER || Duos w/ Rallied
147 watching