Differentiating Yourself As A (Human) Advisor In The Age Of AI

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As AI takes on more of the technical work in financial advising, the defining advantage shifts to advisors who can do what technology cannot: act as a guide. While the "mechanic" role, such as managing investments, insurance, and accounting, is increasingly augmented by AI, the human tasks of navigating uncertainty, managing change, and connecting emotionally with clients are becoming true differentiators.

This session explores the cognitive and emotional dimensions of financial decision-making and how advisors can recognize and respond to each in client interactions. We'll examine how to become more "empathetic," what a multi-dimensional definition of empathy reveals about the limits of technology, and how the emotional intelligence advisors bring to every client relationship. Advisors who understand how technology impacts their own EQ and lean into core human capabilities like storytelling and change management, will be best positioned to deliver guidance that is irreplaceably human.



Learning Objectives
- Distinguish a financial advisor's role as a "mechanic" (technical expert in investments, accounting, insurance, etc.) versus a "guide" (helping other humans navigate uncertainty, complexity, and change).

- Articulate core human tasks such as decision making, change management, storytelling, and emotional intelligence.

- Examine, through a multi-pronged definition of empathy, how we might consider artificial intelligence as 'empathetic'.

- Explore how technology impacts the competencies of advisors’ emotional intelligence and impacts advisors' ability to deliver effective client recommendations and guidance.

- Distinguish between the cognitive and emotional dimensions of financial decision-making and explain how advisors can recognize and respond to each in client interactions.

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.