AI and the Future of Financial Advice with Michael Cy (Ep. 94)
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Technology is moving fast, and it’s raising big questions about how decisions get made.
Can tools replace human judgment, or do they simply change how we think, plan, and act?
In this episode, Robert Curtiss welcomes back Michael Cy, advisor consultant, about how artificial intelligence is shaping financial services and what it means for clients. They explore how AI improves efficiency, speeds up research, and enhances communication, while emphasizing the lasting importance of personal advice. The conversation also covers market uncertainty, client anxiety, and how a structured process helps people stay grounded and focused on what they can control.
Key takeaways:
- How AI speeds up research, tax analysis, and document review, saving hours of advisor time
- Why client relationships and personal context still matter more than data alone
- How advisors help filter noise from media, headlines, and misleading information
- The role of structured processes in keeping clients calm during market uncertainty
- Why AI works best as a support tool, not a replacement for thoughtful decision making
- And more!
Resources:
Connect with Michael Cy:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
About Our Guest:
Michael Cy works closely with financial advisors across the country, helping them refine their processes and strengthen how they serve clients. With years of experience supporting advisory firms, he focuses on improving efficiency, enhancing client communication, and integrating practical tools that elevate day-to-day operations. His perspective blends technology with a strong emphasis on relationships, helping advisors balance innovation with the human side of financial planning.