Jeffrey Burney, Chief Client Officer, was recently interviewed in Investments & Wealth Review, where he shared his perspective on how artificial intelligence is reshaping financial advisory. In the conversation, he explains that AI is less about automation and more about enhancing the advisor–client experience by freeing up time spent on administrative tasks. This allows advisors to focus more on building relationships and delivering personalized advice. He also highlights how AI can improve efficiency, increase client engagement, and enable advisors to deepen relationships while serving more clients with greater consistency.
“There’s no replacement for personal relationships and the trust that’s built between individuals.”
— Jeffrey Burney, Chief Client Officer
