Generosity Wealth Management founder Michael Brady was recently invited to speak at the Financial Planning Advise AI Conference in Las Vegas, joining an esteemed panel of thought leaders to explore how technology is reshaping the advisor-client relationship.
In a session focused on practical AI applications in financial planning, Mike shared how he uses tools like Jump and FP Alpha—not to replace human relationships, but to enhance understanding and trust.
“I’d use this even if it didn’t save me time,” Michael told the audience. “As long as it deepens trust and catches what I miss.”
Mike discussed how AI note-takers and data-driven tools can help advisors stay fully present in client meetings, capturing nuances and emotional context that might otherwise be overlooked. By leveraging technology for administrative precision, advisors can focus more deeply on what truly matters—the client’s goals, emotions, and vision for their life.
“AI doesn’t replace empathy,” Michael explained. “It enhances it—allowing us to listen better, think clearer, and create more meaningful solutions.”
The discussion, moderated by industry experts and joined by Stephen Chien and Lawrence Sprung, CFP®, CEPA®, emphasized how the right use of AI can make financial advising more human—not less.
To learn more about the event and the panel discussion, read the full Financial Planning article
.