173: Michael Hyatt - The 6 Levels of AI Every Advisor Needs to Know
About this episode
Michael Hyatt discusses the impact of AI on financial advising and the importance of adapting to technological changes.
Right now there's a wave building in our industry, and most advisors are standing on the beach pretending it isn't there. AI isn't coming. It's here. And the gap between the advisors who lean into it and the ones who keep waiting is about to get a lot wider. In this episode, I sit down with Michael Hyatt — New York Times bestselling author, longtime entrepreneur, and someone who's quietly built an entire team of AI agents running inside his own business. We get into the tension every financial advisor is thinking about: privacy, client data, compliance, technical knowledge, and where AI actually fits in a relationship-driven business. Michael also explains where this is all headed, and why the biggest opportunity may not be replacing human work, but creating more space for the work only humans can do. If you've been telling yourself you'll figure AI out later, or that it doesn't really apply to a business like ours, this conversation might change your mind about how much time you actually have. 3 Insights From This Week’s Episode… #1.) The Story That's Quietly Costing Advisors Their Future When AI comes up, a lot of smart, successful advisors check out. They decide it's too…
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