Besides this:

There’s just the already growing body of research about AI making us miserable and dumb.

…the most powerful insight I’ve gleaned from the Kitces’ research around tech, efficiency, and revenue is this:

Advisors that answered that “The Most Important Role of Technology Within An Advisory Practice” was time or cost efficiency… make half as much as those that think it’s all about quality optimization and client experience.

I feel like Dennis Moseley-Williams would like this…

We also talked about AI ending the human race…

The 45 “categories” of AdvisorTech:

The ‘Hub’ of The Tech Stack:

And for just how long Jump will deny it’s building a CRM… :)

So the question remains… will average advisors using AI beat great advisors not using AI?

…OR… are the advisors most attracted to AI shiny objects… the one’s making the least due to their focus on efficiency?

What Actually Contributes To Advisor Wellbeing 2025

Maybe… wellbeing is the most important thing…

A little less tech and hype… and a little more focus on clients.

Probably do us all some good.

“Most optimization is procrastination in disguise.”~ Stijn Noorman

Thank you to Mark Tenenbaum and the whole Kitces team for bringing us some of the coolest research in the space!

To Epic Human Stories,

Joe

P.S. I realize I “buried the lead” with the title… you’ll have to listen to find out about the future of the map… 🔮😂

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