AI Will Accelerate the Shift from Advisor to Coach

Send us Fan Mail AI is moving fast. The real question isn’t whether it will replace jobs. It’s which skills will still matter. In this episode, Chris Heye and I explore how AI may reshape financial planning, why communication and coaching are rising in importance, and what advisors must develop to stay relevant in the next 3–5 years. 🔑 Key Takeaways 🔹Most technologies create more jobs than they destroy, but AI’s speed makes this moment different. 🔹AI may not replace advisors, but it can r...