Greatest Hits: How Financial Advisors Should Actually Be Using AI
From Advisor Talk with Frank LaRosa by Elite Consulting Partners
May 14, 2026 · 27 min
About this episode
The episode discusses how financial advisors can effectively utilize AI without losing clarity in their roles.
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Will AI replace financial advisors? As artificial intelligence becomes more accessible, many advisors worry that technology will make their role obsolete. Clients can now ask AI for portfolio suggestions, planning scenarios, and firm comparisons - faster than ever before. But speed isn’t the same as clarity.
People in this episode
Host: Frank LaRosa
Topics covered
- artificial intelligence
- financial advisors
- technology
- portfolio management
- client relations
Keywords
- AI
- financial advisors
- portfolio suggestions
- planning scenarios
- technology impact
Mentioned in this episode
Organizations: Elite Consulting Partners
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