In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future.
Key Takeaways:
- How AI and automation are reshaping financial planning
- Why relationship currency is no longer enough to retain clients
- The importance of proactively delivering value before clients ask
- Strategies for engaging the next generation of clients
- Rethinking fee structures to align with the modern advisory model
Adam and I explore what it takes to remain relevant in an era where technology can generate financial plans in seconds. He challenges advisors to ask themselves: Do my clients see my value as greater than the cost? If not, it’s time for a strategic shift. Tune in to learn how you can future-proof your business and create a client experience that sets you apart.
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