03/18/2026
Reviews and referrals are everything to someone who runs their own business. Feedback from clients is so valuable and important to me as it shapes the future direction of where I take my business while also telling me what Iām getting right.
Many other Advisors are employing heavy use of AI in their data gathering, planning work and reporting. This is something Iām not willing to do. **I want to work for you; not tell a computer to work for you. Money is more emotional than we think. Itās strongly connected to our upbringing, perspective, values and beliefs. The way we see the world, ourselves, our family, is depicted in how we spend our money or where we let it sit.
Yes, AI has some helpful components and has blown up the sheer convenience for us to access information. However it hasnāt yet become a full human capable of a full spectrum of emotions, empathy and understanding. I donāt want to get away from the strong and wonderful connection between humans. Therefore I wonāt be putting AI between me and my clients. It also uses input data to further itself and collects that dataā¦your personal information. We donāt know the safety of inputting persona data into AI platforms yet; some are safer then others apparently, but to me, none are safe enough for my clients information. So yes, Iāll wave as I sit on this bench watching others run after AI to do all their work and to take their clients info. Sometimes thereās nothing wrong with old school methods - and what a stretch that is to call doing the same work I did a year ago āold schoolā.
This kind review strengthens my resolve to still do manual work, show up in person, be an active contributor to my community and to never loose the human connection I have with clients as I advise on your finances.
