In this 1 CE-credit episode, host Belle Osvath, CFP® talks with two leading voices about how artificial intelligence is shaping the industry and what it means for the future of financial planners.

CE Credit Instructions

1. Listen to the full episode.

2. Take the quiz: https://www.surveymonkey.com/r/fpancaaipodcastce

3. Receive 1 CE credit upon completion.

Links & Resources Part One: Brendan Fraser – How AI Will Make You a Better Planner

Will AI replace advisors? Brendan explains why the answer is "not yet"—and maybe never, if humans focus on what tech can't replicate.

The chess analogy: How pairing human strategic thinking with computational speed elevates financial advice to new levels.

Client conversations that matter: Why empathy, values, and life goals will always separate advisors from machines.

The ROI of advice: Beyond investment returns, Brendan reframes ROI as money, time, and peace of mind.

• RFG Advisory
• https://www.linkedin.com/in/brendanfrazier/

Part Two: Brooke Juniper – AI's Role in Portfolio Management

AI's long history in finance: From quant strategies to tax-loss harvesting, AI has been powering portfolio management for decades.

Generative AI's "unlock": Moving from deterministic models to flexible, client-specific analysis and commentary.

Vertical vs. horizontal AI apps: Why specialized AI like Sage is built for advisors, compared to general tools like ChatGPT.

Trust and transparency: Ensuring data sources, calculations, and models are reliable and client-ready.

Looking ahead: AI as a "co-pilot," enabling hyper-personalized portfolios, real-time insights, and scalable empathy.

• Sage – AI for Wealth Advisors
• https://www.linkedin.com/in/brooke-juniper/

The information provided in the Smarter Planner Podcast is for educational purposes only and should not be considered investment, legal, tax, or other professional advice. Views expressed are those of the guests and host, not necessarily those of the Financial Planning Association National Capital Area (FPA NCA). Please consult a qualified professional before making financial decisions.