THERE’S NO DOUBT THAT THE HOTTEST TOPIC OVER THE LAST YEAR HAS BEEN THE ADVANCEMENTS IN AI.

EVERY INDUSTRY GOES THROUGH A PERIOD OF DISTRUPTION

WHICH I BELIEVE LEADS TO GREATER EFFICIENCIES

AND THAT OF THE FINANCIAL SERVICES INDUSTRY IS NOT IMMUNE

I BELIEVE THAT THIS IS A GOOD THING FOR OUR INDUSTRY. 

I THINK THAT IT’LL ALLOW FOR GREATER EFFICIENCIES IN THE WAY WE MANAGE PORTFOLIOS

IT’LL ALLOW FOR ADVISORS TO POTENTIALLY SPOT OPPORTUNIES WITHIN THE MARKET THAT WE MAY HAVE MISSED OUT ON IN THE PAST

SOME SAY THAT AI WILL REPLACE THE NEED FOR ADVISORS LIKE MYSELF. 

I COULDN’T DISAGREE MORE

AI WILL NOT TAKE THE TIME TO UNDERSTAND YOUR FAMILY DYNAMICS LIKE I WILL

AI WILL NOT TAKE THE TIME TO HOLD YOUR HAND SO THAT YOU DO NOT MAKE AN EMMOTIONAL DECISION REGARDING YOUR INVESTMENTS

AI WILL CERTAINLY NOT BE THERE TO ATTEND A FUNERAL WHEN A LOVED ON PASSES

YOU SEE THERE’S A LOT OF EMOTION TIED UP IN MAKING INVESTMENT DECISIONS. 

THIS JOB IS NOT ALL ABOUT MONEY

IT’S ABOUT FRIENDSHIP, INTEGRITY, AND TRUST

PEOPLE NEED SOMEONE TO PUT THEIR INTEREST FIRST

FOR MANY PEOPLE, I AM THAT SOMEONE

1792 Capital of Wells Fargo Financial Network

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