To borrow a phrase from recent podcast guest Alan Smith, financial advisors are facing "a Spotify moment."

Just as streaming upended the traditional music business of selling records and put a premium on the live concert experience, AI is commoditizing traditional money management and raising the value of ...

Well, what exactly?

What is the financial advisor's equivalent of a live concert? What is that high-end experience that your prospects and clients will want to keep paying for? And how can you reframe your business around that experience so that it's replicable and scalable?

On today's show, I'm joined by Duncan MacPherson, the CEO of Pareto Systems. We discuss why Duncan firmly believes that the next five to ten years will be the absolute best time in history to be a financial advisor -- as long as you're willing to adapt and evolve.