HeyJaredFrank J. Legan
- Indexed articles, last 90 days
- 1
- Latest publication
- Aug 31, 2026
- Outlet visibility, for Kiplinger
- Top 100K sites
- Earliest in this view
- Aug 31, 2026
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Your Financial Plan Still Needs a Human Touch (opens the original)
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I've gotten pretty good at recognizing AI-generated emails. A client sent me one recently about their portfolio — formal, thorough and missing the person I knew on the other end. I asked about it. Sure enough, they had fed their account information into an AI tool, asked a few questions and forwarded the result. They were thoughtful and proactive. They were also outsourcing a conversation that I would have preferred to be between the two of us. I'm not here to argue that AI isn't useful. It is.
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Top 100K sites
For Kiplinger, the outlet · Measured Aug 1, 2026
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