Dani Fava: Why AI Won’t Replace Financial Advisors (It Will Make Them More Valuable)

from The Advisor Upside Show · host The Daily Upside

Dani Fava, Chief Strategy Officer at Carson Group, joins The Advisor Upside Show to discuss how AI is transforming wealth management.From achieving 100% advisor adoption of AI tools to why advisor fees may actually rise—not fall—in the age of automation, Dani explains what advisors need to understand about technology, client expectations, capacity constraints, and the future of advice.

Episode metadata supplied by the publisher feed · Published Jun 24, 2026

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Dani Fava: Why AI Won’t Replace Financial Advisors (It Will Make Them More Valuable)

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