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12 Part Series from: ADVISOR MASTERY IN THE AGE OF AI Where the Value of Advice Is Moving — and How to Move with It by F. David A. Miller © 2026 Mindset Publishing. All rights reserved. Part 1 - The New Environment cont. Chapters Two and Three delivered the two lists promised at the start of this book: the work that is losing its price, and the work that is gaining one. Knowing the lists is not the same as knowing what to do about them. An advisor can agree with every argumen

12 Part Series from: ADVISOR MASTERY IN THE AGE OF AI Where the Value of Advice Is Moving — and How to Move with It by F. David A. Miller © 2026 Mindset Publishing. All rights reserved. Part 1 - The New Environment cont. The previous chapter ended with an observation: everything on the list of what clients will no longer pay for is production. The report is production. The plan document is production. The market letter, the comparison, the projection, the summary and the auto

12 Part Series from: ADVISOR MASTERY IN THE AGE OF AI Where the Value of Advice Is Moving — and How to Move with It by F. David A. Miller © 2026 Mindset Publishing. All rights reserved. Part 1 - The New Environment cont. Chapter One ended with a promise of two lists: the work that is losing its price, and the work that is gaining one. This chapter is the first list. It is the uncomfortable one, and it must come first, because an advisor cannot see clearly what to build until

Knowledge created authority because knowledge was difficult to acquire. That world is ending. Artificial intelligence does not know everything. It does not understand everything it appears to understand, and it can produce answers that are incomplete, misleading or simply wrong. These limitations matter, and they will be examined throughout this book. But they should not distract us from the larger economic change.

12 Part Series from: ADVISOR MASTERY IN THE AGE OF AI Where the Value of Advice Is Moving — and How to Move With It by F. David A. Miller © 2026 Mindset Publishing. All rights reserved. INTRODUCTION - A Time of Extraordinary Change Throughout my career, I have learned that the greatest opportunities arrive at the same time as the greatest uncertainty. When an industry is stable, experience is an advantage. The people who have succeeded understand the accepted rules, have d

A reflection on Tim Urban’s 2015 “The AI Revolution” and the world of artificial intelligence in 2026 Tim Urban’s intelligence staircase was once a thought experiment. Today, it is becoming a framework for understanding a technological transition already underway. In January 2015, writer Tim Urban published a remarkable two-part essay on his website Wait But Why titled “The AI Revolution: The Road to Superintelligence.” At the time, artificial intelligence was largely invisib

Wirehouse advisors are being paid peak-era multiples to move just as AI begins to erode the scarcity that made them so valuable in the first place. AI has officially entered wealth management wearing a friendly face. That alone should make every wirehouse advisor stop and think. Not because an avatar can replace a great advisor tomorrow. It cannot. But because the industry's biggest firms are now showing their hand. They are no longer treating AI as a back-office productivity

A Client-Centered Framework for Designing, Explaining, and Managing Wealth Around What Matters Most Executive Summary Traditional portfolio construction often begins in the wrong place. It begins with asset classes, risk questionnaires, return assumptions, market forecasts, or model portfolios. These tools matter, but they are not primary. They are secondary. They are implementation tools. The first responsibility of an advisor is not to select investments. It is to understan

A storm is brewing on the horizon, and it's headed straight for the financial services industry. For decades, advisors have built their...

Financial advisors often find themselves in a difficult position when markets become volatile. During periods of uncertainty, many...

Executive Summary The brokerage industry has undergone profound transformations since the 1970s, evolving from a transactional,...

Networking is the lifeblood of success for financial advisors, but let’s face it—traditional methods like golf can feel like a slow slog....

Executive Summary: Success in financial advising hinges on trust and personal connections. Many financial advisors, however, approach...

by David Miller Executive Summary: Bulls vs. Bears – A Foolproof Strategy for 2025 As we step into 2025, the financial markets are poised...

In a fast-paced financial landscape marked by constant change and evolving client needs, Advisory Mastery emerges as an essential guide...

In the fast-paced, high-stakes world of financial advising, managing a portfolio close to a billion dollars is no small feat. It demands...

The stack of job applications at your local Costco is an indicator of employee satisfaction and the company’s success with word-of-mouth...

James Sinegal, co-founder and former CEO, was born January 1st, 1936 into a working-class Catholic family in Pittsburgh, Pennsylvania....

The better way. The only way. The intent of all advertising is to create awareness and word-of-mouth. It may result in a product or...

You most likely intend to master 80 to 90% of everything that is necessary to run your business. This is difficult to impossible, and the go