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Keeping the Human Touch: How Financial Advisors Navigate an AI-Driven World with Paul Sydlansky
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In this episode of Only Human, host Yohance Harrison sits down with Paul Sydlansky, founder of Lake Road Advisors, to explore how financial advisors can stay human and irreplaceable in an AI-driven world. They discuss the evolution of financial planning technology, the importance of relationships in advisory services, and the tools that genuinely add value to clients. Paul shares insights from his journey from Wall Street to independent advising, the challenges of technology adoption among clients, and practical ways advisors can remain competitive. Tune in to learn how to balance tech efficiency with the irreplaceable human touch in financial advising.
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