AI For Financial Advisors

AI or Die: How AI Is Taking Over Financial Services and Why That's a Good Thing

Written by Steve Zilinek | May 27, 2024 7:51:10 PM

Steve Zilinek is a former investment advisor turned serial entrepreneur and technology innovator with a diverse background spanning physics, marketing, finance, mobile technology, IoT, edge computing, crypto, and artificial intelligence. He is known for founding successful companies that have gained recognition in esteemed publications like Fast Company Magazine and The New York Times.
Currently, he is actively involved in ambitious projects such as:
- MaiN Street: An AI-augmented private network and collaboration platform for high performers in the financial sector.
- ED3N: A network of federated, AI-augmented, crypto-powered, decentralized co-living spaces offering a sanctuary for life and living founded on principles of freedom, harmony, and the importance of direct experience.

 

Welcome to the brave new world of AI.

It's smart, it's fast, and it's about to revolutionize everything you know about financial services. But before you start panicking about robots taking your job, let me assure you that the future is bright. In fact, it’s downright exciting.
AI isn't here to make your life harder; it’s here to set you free.

The Bad News: AI Is Going to Take Your Job

Let’s rip off the proverbial band-aid: Yes, AI is coming for your job.
But here's the truth - your job, as it stands, is probably full of menial, repetitive tasks that drain your energy and creativity. Filling out forms, writing emails, managing schedules, crunching numbers - you name it, AI can do it better and faster.

The Good News: Your Job Sucks

You heard it right! The parts of your job that are mind-numbing and soul-crushing are exactly the parts AI excels at. AI thrives on routine and data; it's tireless, consistent, and remarkably efficient. Imagine all the hours you'll save when AI handles the grunt work and allows you to focus on what truly matters: connecting with the people you care about.

AI Will Replace the Mundane

Imagine a world where you have a digital assistant that automates onboarding, manages compliance checks, and even makes recommendations for you to deliver to your clients. What’s left for you? The stuff that makes you, well, you - your strategic thinking, your client relationships, your innovative ideas. AI isn't here to replace you; it's here to augment you, like having a superpower that handles the boring stuff so you can shine.

Unleash Your Creativity

With AI taking care of the tedious tasks, you can finally focus on creating and adding real value to your business. Your personality, perspective, and experience are irreplaceable, and these are the qualities that clients appreciate which AI simply cannot replicate. You’ll have more time to build stronger relationships, develop new strategies, and drive your business forward in ways that were previously unimaginable.

 

Find Us On-Demand!

Ready to embrace the future?

Check out IFB’s upcoming On-Demand Spring Summit where I’ll dive deep into AI's disruption of financial services. I'll give you a glimpse of what the future looks like, show AI in action, and teach you how to integrate these powerful tools into your own practice. This is your chance to get ahead of the curve and ensure you're not just surviving the AI revolution but thriving in it.

 

Don't Freak Out!

While the rise of AI might sound intimidating, it's actually a golden opportunity to transform your work for the better. Say goodbye to the mundane and welcome a more fulfilling, dynamic role in financial services. AI is not the enemy; it's the tool that will set you free.

See you at IFB’s CE Central On-Demand!

 

Steve Zilinek
Founder, MaiN Street

Catch Steve's session, coming soon to IFB CE Central!