With many advisors embracing AI in their practices, several advantages and challenges have emerged along with this rapidly growing technology. In this episode, MDRT members share how AI has factored into their work as an asset or a stressor, and what is on their mind moving forward.

You’ll hear from:

Chi Teng Han, ChFC/S, CIAM

Nadia Wijatno, ChFC, CLU

Episode breakdown:

0:29 – Using AI as another assistant to help with preparation, scheduling, and more

1:53 – Recognizing that if you can do it, someone else can too

4:19 – Hoping that clients realize AI cannot provide the same service as human advisors

6:46 – How AI comes up during client conversations

7:18 – Figuring out how to add value alongside what AI can do

Listen to the monthly series, MDRT Presents: @mdrtpresents