Trending
Curious what will set great advisors apart as AI takes over planning and portfolio work?
After a powerful three-day training with a group of rising advisors, I’m more convinced than ever: your edge won’t be technical—it’ll be your ability to connect, coach, and lead.
In this episode, I’ll show you why emotional intelligence is your biggest asset in an AI-driven future—and how to start sharpening it now.
What You'll Learn:
- Why the advisors who double down on connection will win in an AI-powered world
- The deeper emotional reason clients choose you as their advisor
- How to start building coaching and influence into your client conversations today
Timestamps:
- (05:03) Why emotions are the real currency of advice
- (09:58) The danger of relying on technical skills alone
- (12:14) Why advisors must lead, not chase, AI innovation
- (13:42) How AI is evolving, and why your people skills still win
- (15:50) The coaching skill every advisor needs now
Related: Money Isn’t the Goal: The Coaching Strategy Financial Advisors Need in 2025