The Efficiency Dividend

What if the technology everyone is buzzing about actually made your financial advisor better at the parts of the job that matter most to you?

This video explores how artificial intelligence is changing the day-to-day work of financial advisory firms, specifically how it handles time-consuming, routine tasks so that advisors can focus more energy on the conversations, decisions, and planning that require genuine human judgment. It also introduces Amara's Law, a useful framework for thinking about any new technology: we tend to overreact to it early and underestimate its staying power over time.

Whether you're skeptical of the AI moment or genuinely curious about what it means for the people managing your wealth, this is a grounded, practical look at where the industry is heading and what it means for you as a client.