A great deal of time and energy is being put into figuring out the most effective way to leverage generative large language models in support of advisors and their firms.
And for good reason. Industry analysis after industry analysis has tools like ChatGPT positioned to reshape the way we work and redefine the term "modern advisor."
But is there any value in handing the reins of the robots over to the end client instead of limiting these tools to just being another part of an advisor's toolkit?
