Technology Is a Tool, Not a Replacement

Many advisors worry that technology will distance them from clients. Eric Kittner reframes the conversation: technology isn’t the threat—misused technology is. The right tools free advisors from administrative friction so they can focus on human connection.

Scaling Attention, Not Advice Volume

Automation should handle repetitive tasks, like scheduling, reporting, or data consolidation. The human advisor’s role remains centered on judgment, empathy, and nuanced decision-making. Firms that win use technology to scale attention, not just outputs.

Systems That Empower, Not Distract

When systems are designed thoughtfully, advisors arrive at meetings more prepared, more present, and more impactful. Clients notice the difference. Technology becomes an enabler, creating space for questions, context, and reassurance that spreadsheets and dashboards alone cannot deliver.

Key Takeaway

The future of advisory is human-first, technology-enabled. Firms that integrate tools to support connection—rather than replace it—build deeper trust, stronger relationships, and a competitive advantage that no automation can copy.

Top advisory firms use technology to enhance human connection, not replace it. Automation should reduce friction, giving advisors more time to listen, educate, and guide clients toward meaningful financial decisions.

Inspired by Eric Kittner, CEO and Chairman of the Board at  Moneta Group, on the Next Mile podcast. Listen to the full episode and explore related articles in this series.