How AI Failed Us and What It Means for Advisors

🎙️ Episode 3: How AI Failed Us and What It Means for Advisors.

In this candid episode of The Advisors Business Hour, Jeff Mount, Financial Advisor and Growth Strategist, and Sherry Sarver Johnson of Beneficial Business Solutions share an experiment that didn’t go as planned. They tried using AI-generated voices to record the show.

Technically, it worked.

Emotionally, it failed.

That failure sparked a deeper conversation every advisor needs to hear right now. This episode explores why AI, despite its power, cannot replace the human elements that build trust: tone, empathy, presence, lived experience, and emotional intelligence --- especially in a profession where clients entrust you with their financial future. You’ll learn:

• What went wrong in our AI experiment and why it mattered
• Why efficiency is not the same as connection
• The difference between information and reassurance
• The real fears advisors have about AI and what’s actually true
• Where AI does belong in an advisor’s practice (and where it doesn’t)

“AI can give you information. But only humans can give you reassurance.” If you’re an advisor navigating the balance between technology and trust, this episode will help you use AI wisely without losing the human connection your clients rely on.

🎙️ The Advisors Business Hour — hosted by Jeff Mount, president of Caddis LLC and Sherry Sarver Johnson president of Beneficial Business Solutions and BraveHeartsTV.
Helping advisors grow ethically, sustainably, and with purpose. 👉 Follow the show on LinkedIn and subscribe on your favorite podcast platform so you don’t miss Episode 4: How Your Website Might Be Failing You — and What to Do About It.


🎧Created and hosted by Sherry Sarver Johnson and Jeff Mount | Produced by BraveHeartsTV Network and powered by Beneficial Business Solutions.

For resources, show notes, and links to featured strategies, visit AdvisorsBusinessHour.com.

To learn more about Jeff’s work with financial advisors, visit Caddis.biz.
And to explore business automation and growth tools, visit BeneficialBusinessSolutions.com.

Follow The Advisors Business Hour wherever you get your podcasts, and remember:
Build with purpose. Grow with integrity. Scale with confidence.