Webinar

What Clients Actually Think About Advisors Using AI


Advisors have opinions about AI. Clients have something more important: expectations. Join us to hear what clients really think when AI enters the relationship and where it helps or hurts trust.

August 26, 2026
9:00 AM PT | 12:00 PM ET

Register to Be Part of the Event

Our Speakers

Eric Holmen

CEO
Revenue Grid

Matt Reiner, CFA, CFP®

Managing Partner & Senior Investment Advisor, Capital Investment Advisors

What We’ll Cover
In This Session

What clients actually expect when AI touches their advisor relationship
Most of the AI conversation in wealth management happens advisor-to-advisor. Clients have a different, less-discussed point of view.
Where AI builds trust — and where it quietly erodes it
The line isn't about whether AI is used. It's about whether the client can feel it.
The gap between "helpful automation" and "depersonalized service"
Small implementation choices decide which side of that line a firm lands on.
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What Matt's own client research reveals
Real data from real conversations with real wealth management clients — not assumptions.
How advisors can talk to clients about AI without raising alarm
The framing matters as much as the technology itself.
What "AI done right" looks like from the client's side of the table
A practical picture of adoption that clients actually notice — in a good way.

Hear It Straight From the Client’s Side

Register to Be Part of the Event

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