CE Credit Episode: AI & the Future of Financial Advice
Description
In this 1 CE-credit episode, host Belle Osvath, CFP® talks with two leading voices about how artificial intelligence is shaping the industry and what it means for the future of financial planners.
CE Credit Instructions
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Listen to the full episode.
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Take the quiz: https://www.surveymonkey.com/r/fpancaaipodcastce
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Receive 1 CE credit upon completion.
Links & Resources
Part One: Brendan Fraser – How AI Will Make You a Better Planner
Will AI replace advisors? Brendan explains why the answer is "not yet"—and maybe never, if humans focus on what tech can't replicate.
The chess analogy: How pairing human strategic thinking with computational speed elevates financial advice to new levels.
Client conversations that matter: Why empathy, values, and life goals will always separate advisors from machines.
The ROI of advice: Beyond investment returns, Brendan reframes ROI as money, time, and peace of mind.
Part Two: Brooke Juniper – AI's Role in Portfolio Management
AI's long history in finance: From quant strategies to tax-loss harvesting, AI has been powering portfolio management for decades.
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