Insights for Financial Advisors
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Practical AI strategies, prompts, and tools for advisors.
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Is AI Actually Saving You Time? Five Questions Worth Asking
Here’s a number worth sitting with: 69% of financial services firms report that AI is improving productivity in front-office and client-facing roles. Yet only 40% report increased profitability, and 55% say measuring AI’s value remains challenging. Those findings come from the Cambridge Centre for Alternative Finance at Cambridge Judge Business School, and I think they’re worth sitting with for a
AI Use Is Up. AI Skill Is Not.
Only 5.5% of knowledge workers are actually good at using AI. Two-thirds of them use it at least once a week. I’ve been turning those two numbers over in my head since reading a June 2026 AI proficiency report, because they describe something I see constantly in financial services. Plenty of advisors have opened ChatGPT this week. Far fewer have
Two AI compliance concerns, and why both are manageable
Nearly seven in ten compliance professionals expect AI to be the most likely source of compliance problems this year. If that concern sounds familiar, it is a reasonable one. It is also manageable. Most of the worry comes down to two questions. Both have clear answers. 1. Client data and privacy The concern: putting confidential client information into an AI
Why some advisors get far more from AI than others
Most advisors using AI today have access to the same tools. Yet some are getting dramatically more value from them than others. That gap has little to do with the software itself. ChatGPT, Copilot, and Claude are widely available. The difference is how they’re being used. That gap shows up clearly in the data. Section’s AI Proficiency Report found that
