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As AI takes on more of the administrative work behind financial advice, what becomes most valuable about the advisor?
Financial planner and Fintech Impact podcaster Jason Pereira, also a partner at Toronto's Woodgate Financial, joins Sara to discuss the rise of the AI-augmented advisor, why technology is a tool rather than a strategy, and where human judgment and relationships remain essential. They also explore how better technology can support estate planning, while leaving the complexities of family and legacy firmly in human hands.
For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.
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