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Would Your Client Mind If You Used AI to Write Their Email?
Here’s what advisors get wrong about client perception. This question comes up in nearly every advisor training session I run: “Would my client care if I used AI to write an email to them?” Advisors worry that clients will think AI is impersonating them, or that it feels lazy or impersonal. But in my 20+ years in wealth management and fintech, I can tell you: Clients don’t care how the email was drafted.They care that: ✔ It’s accurate ✔ It’s timely ✔ It reflects their goals ✔
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May 252 min read
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