ChatGPT vs. Financial Advisor

from Couchside Conversations · host Modearn®

Artificial intelligence is transforming nearly every industry, but what does it really mean for financial advice? In this conversation from our 2025 Investor Symposium, Financial Advisors Beau Wirick and Mike Rudow break down how tools like ChatGPT can enhance efficiency in some ways while still falling short in areas that matter most: judgment, context, emotional intelligence, and true fiduciary care. Through live demonstrations and real client scenarios, they show how AI can excel at math and research while failing to understand the human stories that drive wise financial decisions. Tune in if you're interested in…* How AI chatbots can and cannot be used in financial planning* Why 65% accuracy isn’t good enough when the stakes are your money* The difference between data-driven answers and human-driven advice* How Morton Wealth blends technology with deep personal relationships

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This episode is 21 minutes long.

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This episode was published on March 25, 2026.

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