Kirby: AI will likely outperform human wealth advisors at financial planning
Alex Kirby · Preserving Multi-Generational Wealth Beyond the Balance Sheet · Jul 8, 2026 · at 16:03
Total Family CEO Alex Kirby discusses why wealth advisors should pivot away from commodity financial modeling toward human legacy conversations.
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“Maybe I can financially plan better than AI. Maybe. But that's not probably who I would bet on if I had to guess at the rate these tools are improving.”
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