{"id":180899,"date":"2026-01-23T07:30:00","date_gmt":"2026-01-23T12:30:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/01\/23\/advisors-to-rich-say-ai-isnt-a-gamechanger-for-landing-new-clients\/"},"modified":"2026-01-23T08:05:09","modified_gmt":"2026-01-23T13:05:09","slug":"advisors-to-rich-say-ai-isnt-a-gamechanger-for-landing-new-clients","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/01\/23\/advisors-to-rich-say-ai-isnt-a-gamechanger-for-landing-new-clients\/","title":{"rendered":"Advisors to rich say AI isn&#8217;t a gamechanger for landing new clients"},"content":{"rendered":"<p><a href=\"https:\/\/www.cnbc.com\/2026\/01\/23\/wealth-client-prospecting-ria-ai.html\">Advisors to rich say AI isn&#8217;t a gamechanger for landing new clients<\/a><\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2026\/01\/23\/wealth-client-prospecting-ria-ai.html\">https:\/\/www.cnbc.com\/2026\/01\/23\/wealth-client-prospecting-ria-ai.html<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-01-23 07:30:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.cnbc.com\">www.cnbc.com<\/a><\/p>\n<p>Here are six key points summarizing the article on AI&#8217;s perceived impact in locating ultra-high-net-worth clients, extracted from Inside Wealth&#8217;s high-net-worth investment insights:<\/p>\n<p>* High-net-worth advisory firms remain skeptical about AI prospecting tools&#8217; effectiveness in client acquisition.<br \/>\n* Leaders at firms argue that cold emails targeting ultra-high-net-worth individuals typically don&#8217;t yield results; personal experiences and referrals are more trustworthy.<br \/>\n* AI tools are mostly seen as an added overlay to existing databases rather than a groundbreaking advancement.<br \/>\n* Referrals and personal networking drive significant portions of growth, eclipsing the reliance on AI-sourced data for new clients.<br \/>\n* AI is best viewed as a supplemental tool enhancing traditional strategies rather than a standalone solution.<br \/>\n* While some firms remain cautious about AI, there&#8217;s an open attitude toward potentially valuable new methods if they improve client acquisition.<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Advisors to rich say AI isn&#8217;t a gamechanger for landing new clients https:\/\/www.cnbc.com\/2026\/01\/23\/wealth-client-prospecting-ria-ai.html Publish Date:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":180900,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108255056-1769013549916-gettyimages-1521580109-dsc00409.jpeg?v=1769017056&w=1920&h=1080","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-180899","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/180899"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=180899"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/180899\/revisions"}],"predecessor-version":[{"id":180901,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/180899\/revisions\/180901"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/180900"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=180899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=180899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=180899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}