Taking Your Time with AI Isn't Falling Behind
A practical starting point for advisors who want honest guidance, not hype. AI doesn't threaten what makes you valuable. It threatens what makes you busy.
Sandy
8 min read
TL;DR
Only 29% of Canadian financial advisors use AI for actual financial planning, and 68% of Canadians believe AI cannot understand emotional financial decisions. Being intentional about AI adoption is not falling behind. AI does not threaten what makes advisors valuable (empathy, wisdom, personal attention). It threatens what makes them busy (documentation, scheduling, data entry).
Sandy
Founder, Northern Catalyst
Building tools for Canadian financial advisors
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