How Advisors Stand Out In An Age Of Artificial Intelligence with Carl Richards
Financial Behavior Keynote Group
39 views
-What makes a financial advisor valuable when AI can build a portfolio in seconds?
In this episode of Financial Behavior Thought Leaders, Mary talks with Carl Richards, creator of the New York Times Sketch Guy column and longtime financial planner, about the future of financial planning in the age of AI—and why being more human may be the most important skill advisors can develop.
Carl explains why AI isn't simply a threat to financial advisors. Instead, it can serve as a reminder of what makes great financial planning different: human wisdom, presence, connection, and the ability to help clients feel safe enough to slow down and think clearly about their money.
They explore why clients often remember how an advisor made them feel more than the specific financial solutions they received, and how advisors can create the conditions for deeper, more meaningful financial conversations.
Carl also shares practical ways financial advisors can use AI to improve their work, including overcoming the “cold start” of a blank screen, organizing knowledge, and using anonymized financial-planning patterns to support decision-making—all while preserving more time for genuine client connection.
Key takeaway:
As AI makes financial solutions more accessible, advisors have an opportunity to focus on what technology can't replicate: human connection, presence, listening, and helping clients feel understood.
Subscribe to Financial Behavior Thought Leaders for more conversations about the future of financial conversations, behavioral finance, trust, communication, and decision-making.
#FinancialPlanning #AIinFinance #FinancialAdvisors #BehavioralFinance #ClientCommunication #WealthManagement #FinancialBehavior
KEY TOPICS COVERED
Impact of AI on financial advising
The importance of human presence and connection
Using AI to enhance deep listening and empathy
Creating a calming environment for clients
The value of being deeply human in a digital age
Chapters
00:00 Introduction to AI's role in financial advising
11:53 The importance of being deeply human in financial advice
15:45 Practicing self-awareness and managing energy
21:08 Using AI to analyze and improve recommendations
26:54 Reinforcing the value of being a deeply human advisor
30:03 Final thoughts: Be more human, be more present
Resources & Links:
https://behaviorgap.com/
https://www.thesocietyofadvice.com/
More about Carl’s speaking: https://financialbehaviorkeynote.com/...
Connect with Carl:
LinkedIn: LinkedIn: thinkingcarl
How Advisors Stand Out In An Age Of Artificial Intelligence with Carl Richards
Financial Behavior Keynote Group
39 views
-What makes a financial advisor valuable when AI can build a portfolio in seconds?
In this episode of Financial Behavior Thought Leaders, Mary talks with Carl Richards, creator of the New York Times Sketch Guy column and longtime financial planner, about the future of financial planning in the age of AI—and why being more human may be the most important skill advisors can develop.
Carl explains why AI isn't simply a threat to financial advisors. Instead, it can serve as a reminder of what makes great financial planning different: human wisdom, presence, connection, and the ability to help clients feel safe enough to slow down and think clearly about their money.
They explore why clients often remember how an advisor made them feel more than the specific financial solutions they received, and how advisors can create the conditions for deeper, more meaningful financial conversations.
Carl also shares practical ways financial advisors can use AI to improve their work, including overcoming the “cold start” of a blank screen, organizing knowledge, and using anonymized financial-planning patterns to support decision-making—all while preserving more time for genuine client connection.
Key takeaway:
As AI makes financial solutions more accessible, advisors have an opportunity to focus on what technology can't replicate: human connection, presence, listening, and helping clients feel understood.
Subscribe to Financial Behavior Thought Leaders for more conversations about the future of financial conversations, behavioral finance, trust, communication, and decision-making.
#FinancialPlanning #AIinFinance #FinancialAdvisors #BehavioralFinance #ClientCommunication #WealthManagement #FinancialBehavior
KEY TOPICS COVERED
Impact of AI on financial advising
The importance of human presence and connection
Using AI to enhance deep listening and empathy
Creating a calming environment for clients
The value of being deeply human in a digital age
Chapters
00:00 Introduction to AI's role in financial advising
11:53 The importance of being deeply human in financial advice
15:45 Practicing self-awareness and managing energy
21:08 Using AI to analyze and improve recommendations
26:54 Reinforcing the value of being a deeply human advisor
30:03 Final thoughts: Be more human, be more present
Resources & Links:
https://behaviorgap.com/
https://www.thesocietyofadvice.com/
More about Carl’s speaking: https://financialbehaviorkeynote.com/...
Connect with Carl:
LinkedIn: LinkedIn: thinkingcarl