In this episode of Solin Speaks, Dan Solin explores the rapidly advancing world of artificial intelligence (AI) and Artificial General Intelligence (AGI)—and how these technological shifts could reshape the financial advisory landscape. With AI now capable of imitating complex tasks like surgery, Dan and co-host David discuss the potential for AI to handle portfolio management, market analysis, and even financial planning.

Dan highlights how AI advancements could lead to lower fees, faster services, and increased automation, putting pressure on advisors to adapt. However, he emphasizes that while AI can handle data, it can’t replicate human empathy, emotional intelligence, or the ability to guide clients through personal and complex financial decisions.

The episode offers actionable advice for advisors to embrace AI, specialize in areas that require human judgment, and strengthen client relationships to stay competitive in the face of AI-driven services. Dan also touches on the potential emergence of AGI and its implications for the industry, encouraging advisors to adapt, not resist, the tech revolution.

This episode provides a forward-looking take on how advisors can thrive by blending cutting-edge technology with timeless human connection.

Dan Solin