What Skills Matter in an AI-Driven Financial Services Industry?

Thanks for posting this roccomusumeci AI is a very hot topic at the moment conversations around what does an advice practice look like in the future, I still believe you will need staff with emotional intelligence as well as having the right skill set to use AI being able to understand what it is capable of and what is its limitations.  It will be a great tool for efficiency however I dont believe it will replace people.  Great comments on this thread

Agree with the previous comments. It's also helpful to think about how the next generation will natively use these tools to augment their work, and how you can reposition these soft skills with this in mind. For example:

• Critical thinking now includes identifying problems that AI might miss and understanding the limitations of automation.
• Creativity is supercharged when it can leverage AI outputs to generate even more innovation.
• Collaboration includes knowing how to bridge the gap between human and machine teammates.
• Communication involves explaining complex ideas clearly, both to human colleagues and to systems that learn through language.

It's a fascinating shift in thinking, but remember that human creativity + the precision of AI is key. Don't lose sight of either when hiring.

This graphic is a bit old, but it shows the shift in generative AI uptake in younger demographic:

This has been a hot topic at our latest #Brimstone series, skills of the future and what the current cohort of students should be focusing on. Curiosity and communication skills along with attention to detail and demonstrated work ethic are consistently the skills that considered essential as technology continues to improve the efficiency and quality of advice delivery. I would suggest focusing on these skills would be valuable.

roccomusumeci the answer to your question imo is a resounding YES, the gap that exists in most new hires exists in the softer skills from experience, and I believe this is not addressed sufficiently through the courses that are being completed. 

Awesome question roccomusumeci !

conrad, this reminds me a lot of your story here when you said that you're focusing on the things you bring to the table that an AI can't. Would love to hear what you think.

Alisdair.Barr, what are some trends you're seeing in the advice recruitment space when talking about AI? Are you seeing a shift towards emphasising soft skills to new entrants?

Would love to hear what everyone else thinks as well!