Take your books and go small / independent while you can. HO will say the AI tools are to help you but they are studying you and will automate you. They watch your habits and clients closely and are making FA agents now. They will squeeze the ranks, push you into team offices, make you use AI, build client relationship with the team generally over you personally, and push you out gradually. They think a new hire with AI can do your job for much less pay. That’s the plan.
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@OP This is exactly correct.
Run FA’s and CSTs.
It's why the move to Salesforce took place.
By the looks of FA attrition so far in 2026, I’d say this is already happening!
The EJ multi-level marketing scheme that’s made GPs multi-millionaires is finally toppling.
Bring on the bots (and the offshore talent…).