What building Academy OS has taught us about AI, human agency and the future of professional support. There is a particular excitement in watching an idea become a working tool. A scorecard you once needed someone else to create. A cashflow model shaped around the questions you actually ask. An everyday task that used to … Continue reading You Can Build Your Own Apps. So Can Your Clients.
Tag: practice-management-circle
AI Won’t Replace Financial Planners
But It Will Replace the Old Planning Model At a recent Academy of Life Planning Practice Management Circle, we explored a question that is increasingly appearing across the profession: What happens to cashflow planning when artificial intelligence can model financial scenarios instantly? As you might expect, the discussion sparked strong opinions — thoughtful, constructive, and … Continue reading AI Won’t Replace Financial Planners
