Running an RIA · Podcast

Breanna Rae Blaney: The Advisor’s Role When AI Knows the Answers

It raises a question advisors are already confronting in their own workflows: if software handles the information side, what is left for the advisor to sell. The description points to the client relationship and behaviour side rather than tools or implementation.

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Summary

By the running an ria desk

An episode of Barron's Advisor hosted by Steve Sanduski, CFP, featuring Breanna Rae Blaney, founder of the Anya Institute. The conversation is framed around what happens to the advisor's role when AI can supply the answers, with Blaney arguing that tomorrow's best advisors may be defined by their ability to help clients transform their relationship with money and with themselves.

Breanna Rae Blaney is the founder of the Anya Institute.
The episode is framed around the advisor's role when AI knows the answers.
Blaney argues the best advisors may be defined by helping clients transform their relationship with money and themselves.
The host is Steve Sanduski, CFP.

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