Can AI Replace Your Financial Advisor? The Honest Answer.
Every day, someone posts on LinkedIn or TikTok claiming that a strong prompt can replace a financial advisor. I’m Jaclyn, part of the financial planning and wealth management team here at Tannery Company. I’ll be honest with you: the tools have gotten genuinely good. Fast, accessible, and (almost always) better than having no plan at all. But do I believe that AI can replace your financial advisor? Not a chance. I say this as someone newer to…