January 2026

AI in advisory firms is quickly moving from experiments to clear, practical use cases. One of the most effective - and overlooked - is voice.

Advisors don’t lose to “better advice.” They lose to speed, responsiveness, and consistency—especially when the competition can answer questions instantly, follow up immediately, and keep momentum without burning out the team.

For years, advisors were told that AI was about text: emails, posts, summaries. That era is ending.The next shift is voice — not robo-calls, not gimmicks, but AI-enabled human communication at scale

This Isn’t Optional AnymoreVoice AI isn’t replacing advisors. It’s replacing waiting, missed calls, and repetitive work.And firms that don’t learn this won’t fall behind in years. They’ll fall behind in months

AI tools are evolving too quickly for firms to sit back and wait. This isn’t about experimentation anymore - it’s about staying competitive. One of the fastest-moving areas is voice.

Most advisors sense that AI is important. Very few realize how quickly it’s already changing what a firm can do with the same people, the same budget, and the same time.The gap between firms that experiment with AI and those that operate with it is growing fast—and it’s becoming visible to clients.