Agentic AI Won’t Scale in Wealth Management Until It "Owns" the Advisor-Client Meeting Cycle

Agentic AI Won’t Scale in Wealth Management Until It "Owns" the Advisor-Client Meeting Cycle →

Agentic AI will not scale until it assumes that coordinating role. It needs to “own the meeting cycle,” and by that I do not mean replacing the advisor, becoming the system of record, or acting without human oversight. I mean maintaining op…