Financial advisors aren’t being replaced by AI, they’re being freed by it. Yohance Harrison sits down with John Foard, co-founder of Crown Advisors, to unpack how small firms can use AI to reduce busywork, improve note-taking, hire more people, and deepen human connection in client meetings. They cover industry fear vs. reality, compliance upside, meeting note-takers like Zoom AI and Hazel, and a rapid-fire “Marry, Divorce, Date” on advisor tech. 

Links mentioned:

crownadvisorgroup.com

Email: [email protected]

Social: Crown Advisors and Retire Stronger.

 Recorded after Future Proof. 

Subscribe for more on staying irreplaceable in the age of AI