How AI Is Transforming Financial Planning and Enhancing Client Relationships
Автор: Tony Steuer
Загружено: 2025-11-11
Просмотров: 23
On this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams.
We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation.
💡 Key Takeaways
🔹 AI boosts personalization
🔹 Automation frees up time for advisors to focus on deeper client conversations
🔹 AI improves fraud detection, but social engineering still requires human awareness
🔹 Empathy can’t be outsourced—relationships remain the advisor’s superpower
🔹 AI enables scale, but it’s people skills that build trust
🔹 Pause before reacting—slow down, verify, and stay scam aware
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