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The role of the financial advisor is being reimagined, and not a moment too soon.
Traditionally seen as portfolio managers and investment gurus, many advisors are now redefining their value proposition around something far more personal: helping clients meet their individual goals for all of life's financial complexities. This reinvention, from wealth manager to life planner, is a transformation in mindset, fueled by technology like artificial intelligence (Al) and made urgent by client demand for more holistic, human guidance.
