In this episode of Solin Speaks, Dan Solin explores the rise of agency bots—the next evolution of AI in financial services.

Unlike today’s robo-advisors and chatbots, these advanced AI-driven assistants will understand, analyze, and execute financial decisions on behalf of clients, creating a seamless and highly personalized experience.

Dan and co-host David discuss how agency bots could soon rebalance portfolios, execute trades, and provide real-time financial insights—all while ensuring compliance with strict regulatory and security measures. They also dive into the challenges of trust, privacy, and client adoption, emphasizing the role of hybrid models where AI works alongside human advisors.

With agency bots expected to become mainstream within the next five to ten years, Dan explains why financial advisors should embrace AI as a tool, not a competitor, allowing them to focus on strategic planning and deeper client relationships. The future of financial advising is changing, and those who adapt will deliver smarter, more efficient, and highly personalized services.

Dan Solin