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

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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

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