Share your perspective on the changing world of financial advice in an AI-moderated video interview. We’ll explore your day-to-day work, recent challenges, changing client expectations, support from your firm, and experiences with technology and AI. You’ll be asked to discuss specific examples and what would make the biggest positive difference in your work. Your feedback will help shape future research into advisors’ needs and experiences.
Note: We are looking for people who do not use generative/agentic AI for work.