The END of Financial Advisors ❓

Описание: "Wealth managers used to be gatekeepers of knowledge. ChatGPT just made them obsolete."

In the latest #ChaiNet episode, I had a fascinating conversation with Alban Jermone, a strategic architect who's somehow convinced the most conservative wealth managers that innovation isn't the enemy of preservation, it's actually the key to it.

As a senior partner at Gallant & Tool and general partner at Taking Capital, Alban has become the trusted advisor ultra-wealthy families call when they need to evolve without losing their legacy.

His insights on how traditional wealth management is being disrupted hit me harder than I expected. Wealth management used to be successful because these professionals were the gatekeepers to exclusive knowledge and market insights that regular people couldn't access.

What separates the survivors:
The wealth managers who will thrive aren't the ones hoarding information anymore, because information is free now. Instead, they're the ones who can offer what technology still can't:
The wisdom to know what matters - Getting data is easy, but knowing which signals to trust and act on still requires human judgment and experience
Managing relationships and family dynamics - Wealth management isn't just about maximizing returns, it's about navigating complex family politics and building trust across generations.
What impressed me most about Alban is how he's not fighting this change, he's helping his clients embrace it. Instead of pretending the old ways still work, he's showing ultra-conservative wealth managers that adapting to new technology is actually the smartest way to protect what they've built over generations.
Have you seen similar disruptions in your industry? Are you preparing for the parts of your job that might disappear?

Full conversation with Alban Jerome in comments below
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