Prospect, Produce, Prosper

The Real Impact of AI on Advisors: Balancing Efficiency and Personal Touch

Episode Summary

AI is everywhere—but how should financial advisors really be using it? In this episode, Marc Rogers and James Andersen break down the good, the bad, and the ugly of AI in advisory marketing. Discover where AI helps, where it hurts, and why your voice is still your most powerful marketing tool.

Episode Notes

On this episode of Prospect, Produce, Prosper, Marc Rogers and marketing strategist James Andersen tackle one of today’s biggest industry conversations: AI in financial advisory practices. From chatbots to content creation, AI is changing how we market—but should it change how we connect? Tune in to hear where it fits, where it fails, and how to stay rooted in what matters most: your client relationships.

Main Points Discussed:

• The rise of AI in marketing: what tools are useful and where they fall short
• Why authenticity matters more than ever in a relationship-driven business
• How to use AI to speed up marketing research and content brainstorming
• The danger of sounding generic or inauthentic with AI-generated content
• Real-world examples of automation tools failing compliance or losing the human touch
• The importance of building connection through emails, podcasts, and social media
• Why clients value personalization—and how to preserve it using tech the right way
• How to conduct an “AI Audit” to find bottlenecks and enhance efficiency
• The critical difference between transactional clients and relationship-rooted clients
• Why “how” is less important than “why” when it comes to client conversations

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