“For financial advisers, the real opportunity is to show the value of a human-led financial plan. From Red Flags to RelationshipsBy reframing AI’s shortcomings as teachable moments, financial advisers can turn potentially misinformed customers into engaged partners. Beyond building trust, financial advisers who address these red flags also strengthen their customers’ long-term financial wellbeing. “The message for financial advisers is clear: AI-generated plans are not obstacles but openings. Each gap is a chance to show the value of a human-led financial plan, improve financial wellbeing, and build stronger relationships rooted in trust.