Artificial intelligence is becoming more common in financial planning, but what does that mean for the role of human advisors? In this episode of The Live Greater View, we examine how AI is being used in the industry and what it can—and can’t—do for clients.We look at the balance between technology and personal guidance, and how both can work together to help people reach their financial goals.In this episode, we cover:How AI is currently being applied in financial servicesWhere technology can improve efficiency and decision-makingSituations where human judgment and experience are still essentialThe limitations and risks of relying only on automated toolsWays advisors can integrate AI to provide better client serviceWhat clients should consider when choosing a tech-supported advisorWhy this matters:Technology is changing the way financial advice is delivered, but personal insight and understanding remain important. This episode offers a clear look at how AI fits into the bigger picture of financial planning.

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