In today’s episode – “Flourishing in the Age of AI” – we’re diving into one of the most pressing and complex topics facing advisors today: the rise of artificial intelligence.
Let’s be honest – AI is changing everything. It can process data faster than any human, analyze patterns with astonishing precision, and even generate client-ready reports in seconds.
If you’re feeling uncertain – or even a little fearful – about what AI means for your role, your relationships, and your relevance, you’re not alone. Many advisors are asking: Where do I fit in a world where machines can do so much?
To help us answer that, we’re joined by Edmund Chien – a public speaker and coach for financial professionals who specializes in applying the principles of behavioural finance to help advisors elevate their success in the affluent market.
Edmund brings a unique perspective. He’s built and managed a $70 million book of business comprised of multi-millionaire households, focused mainly on multiple generational family portfolios. His philosophy is simple but powerful: genuine care, emotional goodwill, and understanding the human journey are the keys to thriving – not just surviving – in the age of AI.
And that’s where today’s conversation begins.
In this episode, we’ll explore:
- How behavioural finance can help advisors deepen client relationships in an AI-driven world
- Why emotional intelligence is more valuable than ever
- And how you can position yourself not just as a data interpreter—but as a trusted guide in your clients’ financial lives
So let’s get into it. Here’s “Flourishing in the Age of AI” with Edmund Chien.