According to a recent Morningstar study, clients don't mind, and may even expect, advisors to use AI to automate marketing messages. But, if they figure out you're not writing direct emails to them, they value you less. A lot less.

(I also made my first YouTube Shorts video about this. Like and subscribe!)

Do you use AI for client communications? Let me know — robert.burgess@arizent.com. (But don't use AI!)

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!