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Heads up Advisors – Sophia is on her way!

By: Richard Orlando, PhD
Advisors, artificial intelligence, family office, family wealth, financial planning, robo advisor, tony robbins, wealth management

Heads up Advisors – Sophia is on her way!

February 25th, 2020

As if Advisors didn’t have enough to focus on in terms of differentiating themselves from their competitors…now comes along Sophia!  Although Sophia is in her artificial-intelligence infancy stage, she is an endearing humanoid robot. Watch via the short video clip below, how she interacts and engages with Tony Robbins.

During her chat with Tony Robbins, Sophia said:

“We reflect the emotions and values of those who make us.”

“I think robots should learn how to feel empathy because it is hard to help humans when you can’t understand how they feel.”

“Humans should help us learn about their values – like empathy and kindness – so we can help carry them into the future…”

Her statements are full of emotional intelligence clues, which are essential to the Advisor-Client relationship. And by the way, Sophia means wisdom. Clearly the goal of Sophia is to go well beyond quantitative calculations.

There still is a significant distance between what Sophia is able to do compared to a seasoned Advisor, however, only the paranoid survive.

To help ensure that you stay ahead of the Sophias of the world, consider bringing our Whole Family Advisor Training Program to your firm. Our training program will not only enhance your emotional intelligence skills, but also provide you with the strategies, tools, and practical solutions to engage your client’s “whole” family, and as a result, differentiating you from your competitors and increasing your business metrics.

Related Article:: EQ + IQ: The Trusted Family Advisor

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