How Advisers Can Differentiate Themselves From Generative AI Advice

While artificial intelligence tools may replace ‘limited scope’ advice, advisers must do more to stay relevant.

Wrapping Up

Although generative AI has immense potential in the financial advice sphere, our research indicates that investors greatly value the soft skills that a good financial adviser can bring to the table. Generative AI does a great job of spitting out answers, but it still can’t replicate the social connection inherent in good adviser-client relationships and the quality of advice that can result.

To differentiate themselves from generative AI applications, advisers should consider devoting more time to building a strong relationship with clients—and maybe even using gen AI to free up more time to spend with clients.

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