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  <title>Brendan Frazier on What AI Can and Can't Do to Improve Client Reviews and Close the Knowing-Doing Gap</title>
  <description>Guest: Brendan Frazier, former Chief Behavioral Officer at RFG Advisory and host of The Human Side of Money podcast. In a nutshell: AI isn't just changing money management -- it's challenging the very structure of the advisor-client relationship. The client review meeting has always served as our central point of contact. But what happens to the review meeting when AI agents can continuously monitor a client's financial life, present a real-time dashboard, and proactively answer complex budget questions, on demand, at 9:30 PM? And how are advisors supposed to catch up to what AI &amp;quot;knows&amp;quot; if they're only seeing clients once or twice every year? On today's show, Brendan Frazier argues that the proliferation of AI-powered data actually amplifies the need for a human decision-making partner who can validate choices, provide emotional support, and encourage behavioral changes that will help folks build wealth. </description>
  <author_name>Between Now and Success</author_name>
  <author_url>http://www.stevesanduski.com</author_url>
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