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FutureProof Advisor Podcast  

FutureProof Advisor Podcast

FutureProof Advisor is your path to doubling your financial advisory business and building a legacy.

Author: Matt Reiner

The FutureProof Advisor is built to help financial advisors unlock their full potentialnot just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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Language: en

Genres: Business, Entrepreneurship, Investing

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The Shift In AI From Curiosity to Competence
Episode 232
Wednesday, 19 November, 2025

AI is no longer a novelty—it’s a normal part of how millions of people gather insight, solve problems, and make decisions. In this episode of The FutureProof Advisor, I explore what it means when 800 million users interact with AI weekly—not just for efficiency, but for guidance. The tools are evolving, yes—but so are client expectations. This moment calls for more than surface-level tech adoption. It demands fluency.I dig into the practical shifts we’re already seeing: clients turning to ChatGPT for financial advice, OpenAI launching Atlas as an intelligence layer across the web, and humanoid robotics entering the mainstream at a fraction of the cost. But here’s the real insight—your clients may already be using these tools, and if you’re not part of that learning curve with them, you risk falling behind. Knowing how these platforms generate information—and where they fall short—is the new advisory edge.This isn’t about replacing the human element. It’s about repositioning it. AI frees up time and mental bandwidth, but it’s still your judgment, your clarity, and your ability to ask the right questions that clients will trust. The firms that engage with AI now—not as a bolt-on, but as a process redesign—will be the ones positioned to lead as this technology moves from disruption to expectation.

 

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