Artificial intelligence notetaking, report writing, and file checking tools are successfully stripping out elements of the time-consuming admin bind of the profession, but what to do with the time saved? The obvious answer is see more clients. Or so I thought, writes Roger Brosch.
In NextWealth's latest Adviser Tech Stack series, Clearing the path for AI in advice, it shows that firms which have already embedded AI are seeing clear time saving and operational efficiency gains as a result. Yet, none of the advisers NextWealth spoke to had a clear plan yet on what they will do with the time saved. The capacity to do more with less that AI creates begs the question: more what? Maybe the reason for the wait-and-see approach to redeploying the time saved has more to do with affording yourself space for contemplating the art of the possible. Whatever form that take...
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