What Clients Actually Think About Advisors Using AI

Advisors assume clients are hesitant about AI in the relationship. The research says otherwise, and the gap between the two is bigger than most advisors realize.

In this conversation, Matt Reiner, CFA, CFP®, Managing Partner at Capital Investment Advisors, joins Eric Holmen, CEO of Revenue Grid, to unpack what clients actually think about AI in the advisor relationship, backed by real research, two live tool demos, and a practical look at where compliance fits in.

Key takeaways:

  • Why the trust gap runs the opposite direction most advisors expect, and what the research shows about clients who already work with an advisor
  • The difference between task replacement and job displacement, and why that distinction changes how teams adopt AI
  • What clients now expect from an AI-powered advisor, and why doing nothing is its own risk
  • A live look at building a personalized client hub, turning meeting notes into summaries, podcasts, and infographics
  • How top firms treat compliance as a partner instead of a gatekeeper, and what that looks like in practice

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