Running an RIA · Podcast

New Technology, Old Habits: Rethinking the Advisor's Role in the Age of AI

The episode is aimed at advisors thinking about how AI changes their role, not just their speed. It frames the topic around practice and client relationships rather than specific tools.

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Summary

By the running an ria desk

In this episode of Secrets of Successful Advisors, Scott and Ken discuss the excitement and anxiety that AI stirs among advisors. They focus on a mindset shift intended to help advisors move past everyday efficiency and consider how AI can support the relationships that give their work value.

AI can make an advisor faster, but the episode asks how it can make an advisor more valuable.
The discussion covers both excitement and anxiety that AI stirs in advisors.
The hosts describe a mindset shift intended to turn those emotions into a clearer vision for a practice.
They discuss moving beyond everyday efficiency to use AI in ways that strengthen relationships.

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