The financial planning profession is entering a new era. As artificial intelligence increasingly handles research, analysis, data gathering, and other technical aspects of planning, advisors and firms have an opportunity to become more valuable by helping clients better interpret data, navigate uncertainty, make difficult decisions, and take action during emotionally charged moments.
In this forward-looking conversation, Brian Portnoy, founder and CEO of Shaping Wealth, and Andrew Altfest, CFP®, President of Altfest Personal Wealth Management and Founder of FP Alpha, explore how behavioral finance and artificial intelligence work together to elevate the client experience.
Moderated by Suzanne Siracuse, the session moves beyond the familiar debate over whether AI will replace advisors to consider how intelligent technology can serve as a teammate, helping advisors prepare more thoroughly, uncover planning opportunities, communicate complex ideas clearly, and engage clients in more meaningful conversations.
Key discussion points include:
- How AI raises the value of advisor judgment
- How behavioral finance and AI work together to strengthen the client experience
- How technology can free up advisor capacity for empathy, context, and accountability
- What it looks like to use AI as a teammate instead of a replacement
- How to combine human insight and technology to deliver advice that is more personal and proactive
- You will leave with a clearer understanding of how to combine human insight and intelligent technology to deliver advice that is more personal, more proactive, and more impactful.
Speakers
- Brian Portnoy, Founder & CEO, Shaping Wealth
- Andrew Altfest, CFP®, President of Altfest Personal Wealth Management and Founder of FP Alpha
Moderator
- Suzanne Siracuse, Founder, Suzanne Siracuse Consulting
