What skills do you think will matter most in finance over the next 3-5 years? I keep thinking AI literacy is going to be a big one, not just playing around with generative tools, but actually knowing how to use them responsibly and plug them into real workflows. It feels like the people who can combine tech skills with solid judgment are going to have an edge. Curious what others are seeing right now.

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Exactly correct. I see AGI, (not here quite yet), becoming a third “consultant” with a client’s accountant and attorney, and the advisor of the future (that survives) acting as the quarterback. Heavy advisor credentialing in both finance/planning and AGI mastery will be critical.

Agreed!

You’re right about AI literacy. It feels like there’s already a mad dash to learn as much as possible. I really think it’s going to play a huge role in the future of finance.

In addition to AI, I think implementing code to automoate things will become a must.

Do you think that would require us, the finance folks to learn some basic coding?

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