AI vs. Financial Advisors: Strategies to Future-Proof Your Practice

AI is reshaping every industry, and financial advice isn’t immune. Are you prepared? 

In this episode of The Financial Advisor Marketing Playbook, Mark Mersman unpacks a recent Microsoft study ranking personal financial advisors among the occupations most at risk of AI disruption—and explains why some advisors should be worried.  

More importantly, he outlines five practical strategies to stay relevant and thrive in the age of AI: doubling down on relationships, positioning yourself as a trusted guide, embracing holistic planning, staying tech-savvy, and deepening your niche expertise. Discover how to combine human connection with technology to build an unshakable practice in an AI-driven world. 

Whether you're a solo advisor, part of an RIA, or work at a larger firm, this episode gives you the roadmap to not just survive the AI revolution—but profit from it. 

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The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, Chief Marketing Officer at USA Financial, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-response marketing, each episode delivers straight-forward and engaging content that any financial professional can use to improve their bottom line and grow their practice.

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