Artificial Intelligence Will Take These Advisors' Jobs

Nov 10, 2025

AI is poised to disrupt the financial advisory industry, having already passed the CFA exam in record time. Advisors face a battle for market perception, as many clients find AI options appealing for their speed and cost-effectiveness. The conversation highlights how advisors can differentiate themselves by showcasing unique, human-centered services. Analogies to the camera industry stress the importance of perception over credentials. By embracing AI as an ally and repositioning their offerings, advisors can stay relevant in a rapidly evolving landscape.

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INSIGHT

Perception Beats Credentials

The marketplace's perception, not advisors' opinions, determines who clients choose.
If clients believe AI is faster, cheaper, and good enough, trust will flow to AI regardless of reality.

INSIGHT

Client Misunderstanding Is The Vulnerability

Consumers already misunderstand what financial advice truly is and equate it with tasks AI can do.
That misperception makes advisors vulnerable to AI offering faster, cheaper substitutes.

ANECDOTE

Camera Industry Comparison

Pollard compares advisors to camera makers who lost to iPhone convenience and perceived sufficiency.
Global shipments of cameras with built-in lenses fell from 109 million in 2010 to 1.7 million in 2023.

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AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice:

Your market believes it does!

That's the bad news.

The good news?

You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do a good enough job… and it can do it far faster and cheaper than you.

In today's show, you'll discover how to prevent AI from stealing your clients and why this threat requires your immediate action.

Listen now.

Show highlights include:

Why AI will replace financial advisors (and why AI won't replace financial advisors) (0:55)
4 reasons why the financial advice industry will be hit harder by AI than other industries (3:36)
How to prevent your financial advice business from going the same way as the camera business did after iPhones came out (5:06)
An alarming trend about your potential clients using ChatGPT instead of booking a call with you (8:57)
How to engineer a new perception around your offer and eliminate the threat of AI stealing your market share (10:48)
My 3 predictions for what will separate the advisors who adapt and crush AI and those who will be mollywhopped by AI (12:05)
How to make your services the obvious choice over AI by studying the old Mac vs PC ads (13:42)
Here is a cheat code for absolutely decimating AI in front of prospective clients (17:56)
4 things you must do to eliminate the threat of AI (and even turn it into an ally for growing your financial advice business) (23:07)

My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing

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