In this episode of The Exceptional Advisor, Mark joins host Sean Walters to discuss what AI changes about wealth management — and what it doesn't:
- Why the real advisor shortage is bigger than the headlines suggest, and what that means for firm leaders right now
- Why the advisor of the future leads with the meaning of money, not the management of it
- What the next five to seven years actually look like for the profession, and what to be doing about it today
Required listening for any advisor or firm leader thinking about where this profession is headed.
