About this episode

Jill Zucker discusses the impact of AI on financial advice and strategies for advisors to enhance client relationships and maintain fees.

The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP.

People in this episode

Host: Steve Sanduski

Guest: Jill Zucker

Topics covered

• AI in finance
• financial advice
• client trust
• organic growth
• fee defense

Keywords

• AI
• financial advice
• client trust
• organic growth
• fee defense

Mentioned in this episode

Organizations: McKinsey & Company

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