The Preeminent Advisor Audio Podcast

How Much Does AI Matter To Your Clients? The Answer Might Surprise You – Episode 41


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Unless you’ve been living under a rock, you know that artificial intelligence (AI) has rapidly become one of the most talked-about and game-changing technologies ever. It’s increasingly becoming part of more and more industries—including, of course, wealth management.

Like any new, rapidly evolving technology, AI has its pros and cons—and its cheerleaders and detractors. But what do your clients think of it? And how important is it to them that you bring AI-enhanced services and solutions to their financial lives?

To answer such questions, CEG Insights surveyed more than 1,300 investors—84% of whom have a net worth exceeding $1 million.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

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The Preeminent Advisor Audio PodcastBy CEG Worldwide and CEG Insights