#futureofadvice
When was the last time a client made a “less optimal” decision, and you supported them anyway?

Maybe it wasn’t logical.
And it honored their values.

That’s the kind of advice AI will never understand.

More here: https://substack.com/@meghaanlurtz

#financialplanning #futureofadvice
May 13, 2025 at 12:17 PM
The more AI enters financial planning, the more clients will crave real conversations.

Your value isn’t shrinking.
It’s becoming clearer.

→ More on what advisors do that AI can’t drops later this week: https://substack.com/@meghaanlurtz

#financialplanning #futureofadvice #AIandadvice
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 4, 2025 at 2:53 PM
Chatbots: frustrating, fascinating, and firmly part of our future.
Dan Cooper shares why financial advice firms can’t ignore them — even if they'd like to.
📲 Read: www.moneymarketing.c...
#Finance #AI #Chatbots #FutureOfAdvice
April 10, 2025 at 8:00 AM
💼🌟 Financial advisors: ready to dominate 2025? 🏆
Adapt, innovate, and lead! Learn how advisors can stay ahead in a fast-changing industry 🚀💡
🔗 advisorpedia.com/future-of-ad... @nigeljgreen.bsky.social

#FinancialAdvisors #WealthManagement #FutureOfAdvice #SuccessTips
How Financial Advisors Can Dominate 2025
Unparalleled opportunities for those ready to seize them. Here’s how I believe advisors can position themselves for a standout year. #advisors
advisorpedia.com
December 4, 2024 at 1:59 PM
Do you agree? In business, many used to turn to SCORE to get advice from retired business experts. But now, AI Chat is here to give fast, smart advice anytime! It's like SCORE got left in the dust—Chat is taking over! 🚀🤖💬

#BusinessHelp #TechTakeover #FutureOfAdvice
a man sitting at a table with the words " i have a question " on the bottom
ALT: a man sitting at a table with the words " i have a question " on the bottom
media.tenor.com
November 14, 2024 at 1:02 PM