Guest: Brendan Frazier, former Chief Behavioral Officer at RFG Advisory and host of The Human Side of Money podcast.
In a nutshell: AI isn't just changing money management -- it's challenging the very structure of the advisor-client relationship.
The client review meeting has always served as our central point of contact. But what happens to the review meeting when AI agents can continuously monitor a client's financial life, present a real-time dashboard, and proactively answer complex budget questions, on demand, at 9:30 PM?
And how are advisors supposed to catch up to what AI "knows" if they're only seeing clients once or twice every year?
On today's show, Brendan Frazier argues that the proliferation of AI-powered data actually amplifies the need for a human decision-making partner who can validate choices, provide emotional support, and encourage behavioral changes that will help folks build wealth.
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