Jeff Dekko, CEO, of Wealth Enhancement was featured by Wealth Management in the article, “Wealth CEOs Tout AI, Tech To Bridge Advisor Shortage”
For Dekko, AI’s encroachment into the industry was an opportunity, not a cause for fear, believing the sea change could make clients “long” for human relationships. Given that advisors are often privy to clients’ most difficult life moments and decisions, wealth managers can become “all things advice” for their clients.
Access the full article here: https://www.wealthmanagement.com/ria-news/ai-could-bridge-advisor-shortage-wealth-ceos-say