Are Financial Advisors Becoming Obsolete?

Artificial intelligence is changing the way we learn, research, and make decisions—but does that mean financial advisors are becoming obsolete?

In this episode, Christian Allen and Rod Zabriskie explore how AI is transforming the financial landscape, from answering complex questions in seconds to helping consumers prepare for important financial conversations. They discuss where AI adds tremendous value, where it still falls short, and why human judgment, experience, and relationships remain essential.

Rather than resisting AI, Christian and Rod argue that the most successful advisors—and consumers—will learn to use it wisely. The future isn't about choosing AI or human expertise. It's about knowing when each provides the greatest value.

Whether you're a high-incom ...