In today’s episode—“Flourishing in the Age of AI”—we’re diving into one of the most pressing and complex topics facing advisors today: the rise of artificial intelligence.

Let’s be honest—AI is changing everything. It can process data faster than any human, analyze patterns with astonishing precision, and even generate client-ready reports in seconds.

If you’re feeling uncertain—or even a little fearful—about what AI means for your role, your relationships, and your relevance, you’re not alone. Many advisors are asking: Where do I fit in a world where machines can do so much?

To help us answer that, we’re joined by Edmund Chien—a public speaker and coach for financial professionals who specializes in applying the principles of behavioural finance to help advisors elevate their success in the affluent market.

Edmund brings a unique perspective. He’s built and managed a $70 million book of business comprised of multi-millionaire households, focused mainly on multiple generational family portfolios. His philosophy is simple but powerful: genuine care, emotional goodwill, and understanding the human journey are the keys to thriving—not just surviving—in the age of AI.

And that’s where today’s conversation begins.

In this episode, we’ll explore:

• How behavioural finance can help advisors deepen client relationships in an AI-driven world
• Why emotional intelligence is more valuable than ever
• And how you can position yourself not just as a data interpreter—but as a trusted guide in your clients’ financial lives