Artificial intelligence (AI) is a transformative force that is reshaping our future
AI is rapidly advancing beyond science fiction—accelerating innovation, automating complex tasks, and transforming industries from healthcare to finance.
Read Mike Byrnes’ AI article for the National Association of Personal Financial Advisors. The title is “AI and Advisor Profitability” and was published in the July 2025 edition of the NAPFA Advisor.
Discover how AI is advancing the financial planning industry:
- Customized and improved investment management
- Hyper-personalized financial planning
- AI-powered client-facing service
- Safer compliance oversight
- Better use of time for increased referrals
- Client segmentation and enhanced prospecting
- Advanced digital engagement
- Increased profitability
AI is already boosting efficiency, driving sales, and increasing profitability—advisors should approach the years ahead with cautious optimism as its full potential continues to unfold.
Need advice on how to improve your success in the age of AI? Want to hire Mike to speak at your event? Contact Byrnes Consulting to set up a meeting.
