AI may reshape financial services—but it will never replace empathy.

This week, Thomas J. Manetta shares how owning his firm redefined his identity, strengthened client bonds, and sparked a deeper purpose. With automation rising, it’s the human touch that sets advisors apart. This episode explores why genuine relationships are the future of advisory services.

Thomas discusses: 

• [00:07:53] How AI will streamline investment, tax, and estate planning, but cannot replace the emotional intelligence and advocacy of a human advisor
• [00:02:42] The power of alignment—between advisor, client, and custodian—is a foundation for authentic and trust-based relationships
• [00:02:00] How launching his firm led to personal transformation and stronger client connections, marked by vulnerability and mutual respect
• [00:06:26] How advisors should prioritize intention and empathy in planning processes, integrating emotional care with financial advice
• [00:13:38] The emerging shift in the profession toward human-centric, authenticity-led practices, and how tech like ChatGPT can help clients find aligned advisors
• And more!

Connect with Thomas Manetta: 

• (415) 640-2121
• LinkedIn: Thomas Manetta
• Manetta Wealth 
• thomas@manettawealth.com