))
How Financial Advisors Stay Human in an AI-Driven World with Paul Sydlansky
Manage episode 471419437 series 3647710
Content provided by Yohance Harrison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yohance Harrison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of Only Human, host Yohance Harrison sits down with Paul Sydlansky, founder of Lake Road Advisors, to explore how financial advisors can stay human and irreplaceable in an AI-driven world. They discuss the evolution of financial planning technology, the importance of relationships in advisory services, and the tools that genuinely add value to clients. Paul shares insights from his journey from Wall Street to independent advising, the challenges of technology adoption among clients, and practical ways advisors can remain competitive. Tune in to learn how to balance tech efficiency with the irreplaceable human touch in financial advising.
Chapters
1. How Financial Advisors Stay Human in an AI-Driven World with Paul Sydlansky (00:00:00)
2. Paul’s Journey to Independent Advising (00:01:56)
3. How Technology Has Shaped Paul’s Practice (00:05:26)
4. Will AI Replace Financial Advisors? (00:10:52)
5. The Future of Tech in Financial Advice (00:15:06)
6. Paul’s Personal Story & Advice for Advisors (00:27:41)
6 episodes
Share
