Dave Nadig, a pioneer in financial innovation, shares insights on the transformative impact of AI on the financial advisory practice. He discusses the hype cycle of AI compared to past innovations like robo-advisors and emphasizes the importance of leveraging AI for productivity gains rather than making big tech investments. David highlights the enduring value of human empathy in financial advising, the shift towards a coaching model, and the implications of AI on industry roles. He also provides strategies for advisors to stay ahead of rapid AI developments and maximize their competitive edge.
Watch on YouTube: https://www.youtube.com/watch?v=LCnDd-_AyKo