At a glance
- Advisors, he said, retain a personal understanding of clients that technology cannot easily reproduce.
- For advisors, the practical consequence is disclosure: telling clients where AI shapes preparation and who checks the output before it reaches them.
- Hancock separated automation, which speeds existing tasks, from augmentation, which improves discovery and difficult conversations.
Tony Sirianni listed three priorities for what he called an AI-resistant practice at AdvisorHub's 2026 Advisors to Watch Summit in New York, AdvisorHub reported. He said advisors should use technology to cut routine work, build expertise in private markets and alternatives where access and professional judgment still matter, and pick an "advisor plus" platform that supports tax, insurance and financial decisions beyond portfolio allocation. Advisors, he said, retain a personal understanding of clients that technology cannot easily reproduce.
For advisors, the practical consequence is disclosure: telling clients where AI shapes preparation and who checks the output before it reaches them. Jeffrey Hancock and Paul Brunswick said AI can strengthen client relationships while adding new risks.
Hancock separated automation, which speeds existing tasks, from augmentation, which improves discovery and difficult conversations. He warned against "work slop" — polished output that leaves someone else to correct or finish it. Brunswick said clients of different generations view AI differently, and that undisclosed use can undermine trust.
Reported by the Practice management desk from AdvisorHub. Published . Corrections