Your Clients Are Asking AI for Financial Advice

The advisors who understand these tools lead the conversation. The advisors who don't get fact-checked by them.

66%of Americans are using AI for investment advice.
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The Client Behavior Shift

Your clients aren't waiting for you to figure out AI

They're already asking ChatGPT about tax-loss harvesting, Roth conversions, and portfolio allocation. They come to meetings armed with follow-up questions you weren't expecting. Meanwhile, 82% of Gen Z and millennials use AI for financial advice. These are your next-generation clients, and they expect you to keep up.

Clients asking AI first

Your clients are consulting AI models before they consult you for investment advice.

Advisors unprepared

Your team doesn't know how to respond to AI-informed questions or leverage these tools themselves.

Competitors moving fast

Tech-forward RIAs are already integrating AI into client workflows and marketing it as a differentiator.

AUM at risk

Clients perceiving commodity advice will leave for AI-native alternatives or advisors who 'get it.'

The Gap Is Widening

63%
of RIAs now use AI tools

More than doubled since 2023 but only 1 in 10 have fully integrated AI into strategy.

Schwab 2026
66%
of AI users asked financial questions

Your clients are already getting 'second opinions' from ChatGPT.

Credit Karma 2025
82%
of Gen Z/Millennials use AI for advice

These are your next-generation clients and your competitors' prospects.

CNBC 2025
85%
of advisors call AI a 'help'

Up from 64% in 2024. Time savings, workflow improvements, faster meeting prep.

Advisor360°
68%
expect AI transformative in 3 years

Yet most firms have no strategic AI roadmap to embrace the technological benefits.

Schwab 2025
2027
AI becomes primary advice source

80% of retail investors projected to use AI-driven tools by 2028.

Deloitte

AI Enablement Flywheel

A continuous cycle that compounds value for your firm and clients

01

Deploy Tools

Implement AI solutions for meeting prep, email drafting, and research synthesis. Reclaim 5-10 hours per advisor weekly for client-facing work instead of administrative tasks.

02

Train Advisors

Hands-on prompting workshops with real client scenarios. Turn 'I tried ChatGPT once' into daily workflow habits that stick. 82% of trained advisors report immediate benefits.

03

Best Practices

Develop AI policy documentation, compliance guardrails, and governance frameworks. 82% of firms now require formal AI policies — protect the firm while enabling innovation.

04

Engage Clients

Host branded workshops like 'AI & Your Financial Future' under your brand. Position your firm as forward-thinking and generate qualified prospect engagement.

Result

Capture AUM

New clients attracted by forward-thinking positioning. Existing clients stay because you're not falling behind.

Fluent in AI, Focused on Results

Matthew Snider
Warren Buffett in a Web3 World
Experience & Achievements
  • President & Co-Founder, Block 3 Strategy Group
  • Former Chief Investment Officer at (SEC-registered RIA with $650M+ in digital AUM)
  • Launched four hedge funds raising $300M ; generated $5M+ in total annual revenue
  • Managed $65M book of business generating $1M+ annual fees
  • Originated $30M+ in crypto-backed loans ; scaled onboarding for 1,100+ HNW clients
  • 10+ years in fintech and crypto; former Big 4 (KPMG) in treasury integrations
  • Strategic consulting clients: Nike, PayPal, HSBC, MUFG
Education & Credentials
  • Loyola Marymount University (MBA; Finance)
  • Boston University (BA; Economics)
  • FINRA Series 65 (Investment Advisor Representative)
  • Author: "Warren Buffett in a Web3 World: Applying 60 Years of Sage Advice to Cryptocurrency, NFTs, Blockchains and More."

Newsletter BitFinance serves 19,000+ subscribers applying traditional investment principles to cryptocurrency markets.

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