AI isn't just the latest trend—it's embedded in everything we do. Its potential is clear, but the real challenge lies in leveraging its capabilities while ensuring human oversight and judgment isn’t lost along the way.
Panelists Mike Byrnes, President of Byrnes Consulting; Robert Milmore, District Advisor at First Command Financial Services; and Michael P. Scaplen, SVP of Sales & Relationship Management at Axos Clearing dug into the topic of AI and the workforce at the recent OneVoice panel moderated by Mark Guglielmo. Their conversation mirrors many of the conversations we have with our clients and wealth and financial services. industry peers.
Their final call to action is to:
Embrace AI for efficiency but ensure ethical implementation.
Start using AI tools now to stay ahead in recruitment and workforce management.
Adapt AI to enhance—not replace—human expertise in financial services.
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