Why Embracing Tech Is More Than Just a Trend

As AI becomes increasingly integrated into daily life, financial advisors face a critical decision: adapt and thrive, or risk being left behind.

A recent Pew Research Center study (June 25, 2025) found that 34% of U.S. adults have used ChatGPT, nearly double from the previous year. Even more telling? 58% of adults under 30 have used it. That’s not just a tech trend – that’s your next generation of clients.

Your Future Clients Expect More

Today’s clients, especially younger ones, aren’t just tech-savvy – they’re tech-native. They are used to tools that deliver:

• Instant answers
• Personalized insights
• Seamless experiences

They don’t want to have surface-level conversations.. They want to know:

• Where am I now?
• Where do I want to be?
• How do I get there – fast?

If you’re still leading with statements and spreadsheets, you may be missing the mark.

The Human Side Matters More Than Ever

There’s a misconception that AI will replace financial advisors. The truth? It won’t replace you – but it will replace advisors who are not human-centric.

The human side of financial planning – listening, guiding, connecting – is more valuable now than ever. But it needs to be delivered in a way that feels as intuitive and personalized as the tools your clients are using.

Show You’re Keeping Up Without Reinventing the Wheel

You don’t need to build an app or become a programmer.

Tools like The Passport Package™ (patent pending) let you demonstrate that you’re using forward-thinking technology to:

• Ask deeper, more personalized questions
• Guide clients through clear next steps
• Deliver an experience that feels modern and relevant

And because it’s white-labeled, your clients experience you as the innovative advisor – not some third-party app.

What Forward-Thinking Advisors Are Doing Now

Advisors who are thriving are:

Embracing Tech That Enhances Human Connection

They’re not just using tech for automation. They’re using it to dig deeper into their clients’ motivations, values, and goals – creating relationships that stand the test of time.

Meeting Clients Where They Are

From video meetings to digital onboarding to embedded assessments, they make the process easy and intuitive.

Staying Ahead of Industry Expectations

They’re not just keeping up – they’re setting the standard.

Is Your Firm Ready for the AI-Aware Client?

The question isn’t whether clients are using AI. They are. The question is: Are you ready for the conversations they expect to have?

The Passport Package™ can help you connect, scale and grow with a proven, repeatable, human-side connection.

👉 Book a free 15-minute consultation and demo

Your future clients are already thinking differently. Show them you are too.