Will AI make advisors obsolete or simply better?

In this episode of Making Sense of Your Money, Rob Burgess from Financial Planning Magazine this unpack the rise of AI in wealth management. From smarter CRMs to note-taking tools and portfolio automation, they explore what tech can (and can’t) replace and why human insight still reigns supreme.

What You’ll Learn:

• Why the best advisors are tech-enabled not tech-replaced
• The top tools transforming wealth management
• How financial firms are building smarter tech stacks
• Where clients draw the line on automation
• How AI can enhance, not replace, client connection

Featuring: Dan Pascone & Rob Burgess

🎧 Listen now to understand the future of financial advice and how to stay ahead.

🔗 www.makingsenseofyourmoney.com

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Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.