👇🏼Below the line:
Production.
Reports.
Planning outputs.
Automation.
Commodity workflows.
The future advisor won’t win by producing more.
The future advisor wins by governing better.
Own what AI can’t.
Lead where it won’t.
#AdvisorCrunch#OwnYourAlpha#FinancialAdvisors#AI
Most advisors still think AI is competing with advisors. It’s not AI is reorganizing where advisor value actually lives.
⬆️ Above the line:
Judgment.
Governance.
Leadership.
Decision ownership.
Behavioral accountability.
#WealthManagement#AdvisorAlpha
https://t.co/BoeyujcusF gets folded into Future Proof, with vast staff reductions; CEO Salim Ramji says Vanguard 'turned the corner' on tech woes, but slams door on crypto https://t.co/ONSGYX76cl