How AI Is Transforming Financial Planning and Enhancing Client Relationships скачать в хорошем качестве

How AI Is Transforming Financial Planning and Enhancing Client Relationships

On this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams. We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation. 💡 Key Takeaways 🔹 AI boosts personalization 🔹 Automation frees up time for advisors to focus on deeper client conversations 🔹 AI improves fraud detection, but social engineering still requires human awareness 🔹 Empathy can’t be outsourced—relationships remain the advisor’s superpower 🔹 AI enables scale, but it’s people skills that build trust 🔹 Pause before reacting—slow down, verify, and stay scam aware