How Important is AI to Your Future Success? – The Preeminent Financial Advisor Podcast – Episode 21 Financial advisors are continually being encouraged to adopt and leverage emerging technologies, such as artificial intelligence. These tools do have the potential to improve advisory practices in important ways—such as more efficient communications, stronger client service and more robust financial analysis. But how aggressively do you need to incorporate leading-edge tech into your practice? Here’s what clients are saying about their interest in AI and similar tech when it comes to their financial lives. Key Takeaways: - Affluent investors are both skeptical about cutting-edge tech and open to using it. - Younger generations show considerably more interest in AI and other emerging tech tools. - Go slow with new tech—take a phased approach and solicit feedback.