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Advisors' Tech Stack: What Is Michael Kitces' Approach to AI?

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Industry thought leader Michael Kitces challenges the common narrative that AI will enable financial advisors to scale their practices to serve hundreds of clients. Instead, he argues that AI's primary value lies in enhancing the quality and efficiency of service for existing client bases rather than drastically increasing client volume.

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Advisors' Tech Stack: What Is Michael Kitces' Approach to AI? · finsay