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Immanuel Santosh's avatar

As an Indian financial planner, I see Omarchy-like agents automating the drudgery of gathering bank statements and insurance documents from clients. That could cut my data collection time in half.

But the real shift will be in trust — clients will start asking why they need a human advisor when an agent can run projections. Advisors who don't wrap their advice in judgment and behavioural coaching will be replaced.

The ones who use these tools to free up time for deeper conversations will

Andrei Volgin's avatar

It's very unfortunate that you support people like DHH.

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