Advisors to rich say AI isn’t a gamechanger for landing new clients
Advisors to rich say AI isn’t a gamechanger for landing new clients
https://www.cnbc.com/2026/01/23/wealth-client-prospecting-ria-ai.html
Publish Date: 2026-01-23 07:30:00
Source Domain: www.cnbc.com
Here are six key points summarizing the article on AI’s perceived impact in locating ultra-high-net-worth clients, extracted from Inside Wealth’s high-net-worth investment insights:
* High-net-worth advisory firms remain skeptical about AI prospecting tools’ effectiveness in client acquisition.
* Leaders at firms argue that cold emails targeting ultra-high-net-worth individuals typically don’t yield results; personal experiences and referrals are more trustworthy.
* AI tools are mostly seen as an added overlay to existing databases rather than a groundbreaking advancement.
* Referrals and personal networking drive significant portions of growth, eclipsing the reliance on AI-sourced data for new clients.
* AI is best viewed as a supplemental tool enhancing traditional strategies rather than a standalone solution.
* While some firms remain cautious about AI, there’s an open attitude toward potentially valuable new methods if they improve client acquisition.
