In the concluding third part of my AI series, I present an uncomfortable truth: AI’s evolution isn’t a distant threat, it’s an imminent reality. Soon, AI will offer advice that’s free, instant, and perceived as smarter than human advisers. It’s time to pivot and redefine our value before AI does it for us.

In this second installment, we look at present day live examples of conversational “best friends” and on-screen avatars that already coach on budgeting and investing, and we outline simple moves advisers can take now to stay relevant.

As advisers, we can be very focused on what we need to get the job done today, not at what’s changing for our clients. In this first of a three-part series, we explore what three science fiction classics can teach us about how AI will reshape trust, challenge, and the client relationship in financial advice.

After almost a year living in Shanghai, never have I had such an outsider’s perspective. With it comes lessons how to build trust systemically, and the cost of digital friction.

Essential reading for high performers feeling uneasy about change or leaders concerned about their team, we cover why change can be especially confronting for high performers.