These must be the same Satanic voices that give us LegalZoom and self-driving road hazards. I dissent. Are there any humans left? Enough with these charlatans and their dangerous, destructive boondoggles.
In the future, I can see this evolving into a more simultaneous experience based on the emergence of voice technology. Keyboards will be long gone, and rather than having separate steps to communicate with clients, gather data, input data, develop financial plans and then share them, everything will be captured by voice technology and automatically entered into a financial planning system in real time. With some help from AI, feedback and guidance will be provided instantly. This will make the wealth management experience faster and more convenient for both advisors and their clients.