401kAI

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

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.

The internet is changing faster than most businesses are prepared for — and the shift is deeper than it looks.We are entering a world where AI is no longer just a productivity tool operating quietly in the background.

Don't treat AI like a magical brain. Treat it like a junior developer who needs constant supervision and a reliable source of truth. Without that, you're just gambling. And the house always wins.

Don't treat AI like a magical brain. Treat it like a junior developer who needs constant supervision and a reliable source of truth. Without that, you're just gambling. And the house always wins.

Many advisors think AI should replace conversations.That's exactly backward.