Your Client Has a New Copilot: How AI Changes the Conversation
It addresses a client-behaviour change advisors are likely to encounter in meetings, and frames the advisor's response as a relationship issue rather than a software one.
Summary
By the wealth tech & ai deskKen Haman and a co-host named Scott discuss clients bringing questions to AI tools before or alongside their advisor, and why that shift is driven by a desire for confidence and control rather than technology alone. The episode focuses on how advisors can respond to the tougher questions that result and use those exchanges to strengthen trust with clients.
- Clients are turning to AI for confidence and control, which the hosts describe as a deeply human motivation.
- A client's next question to the advisor may originate from an AI tool.
- The hosts discuss how an advisor's response can turn tougher questions into stronger trust.
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