Roger Brosch: Playing to respective skill sets

In the very near future, each member of the advice support team will become a customer relationship manager, as artificial intelligence and, in particular, Agentic AI, does the heavy-lifting on analytics-driven tasks. We will see the responsibility for managing the client relationship more evenly spread across support, paraplanner, and adviser. Humans will become more human. Within that triumvirate, one or more members of the team will also be adding ‘line manager to the bots' to their core skill set. It is so important that we embrace AI and learn all we can to work with it.   The...