Name: ‘The Two Things That ChatGPT Cannot Fundamentally Do’
Uploaded: 2026-02-19T23:11:00Z
Duration: 1 min 40 s
Description: Katie Partridge, a Morgan Stanley private wealth advisor, explains why financial advisors who are serving founders need to “elevate their creative solutions” above and beyond what AI can provide.

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“We don’t see technology undermining our existence, we see technology helping us,” says Max Hollein, the CEO of the Metropolitan Museum of Art.

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Katie Partridge, a Morgan Stanley private wealth advisor, explains why financial advisors who are serving founders need to “elevate their creative solutions” above and beyond what AI can provide.

https://m.wsj.net/video/20260219/824cc647-3446-4d1c-a098-31b5196ea0c0/1/hls/manifest-hd-wifi.m3u8

‘The Two Things That ChatGPT Cannot Fundamentally Do’

The founder today, I think has a lot more, they've always been a kind of product tech first, and so there's been a plethora of that available. I think today, I think, emergence of AI and what they can use that for, even just going into an initial conversation, it used to be that we could kind of lead with information, you know, we can give them good ideas. More times than not, they have put their own situation into ChatGPT before they even come to a meeting to have a discussion. So they know exactly what to start asking us about, what do I need to do about QSBS stacking and how do I think about a no down payment mortgage? Or, you know, kind of all these things. And that didn't use to happen. So what we need to do is kind of put ourself in the founder mindset now, and, you know, put our own prospects, you know, if we're gonna be meeting with somebody, we put that prospect into ChatGPT ahead of time. So we're at, we will pretend or the prospect, what is coming back so that we know the kinds of things that they're gonna come to the meeting with. And then we need to elevate our creative solutions kind of above and beyond what, you know, they can get from kind of the tech at their fingertips. And the other piece is just how much more important, like client services. I would say the two things that ChatGPT fundamentally cannot do. It's this highly elevated creative solutions and the very high touch client service that you have, like a team that, you know, I can call 'em at any time and they're gonna help me think through this. They're gonna make my life easy. They're gonna find a solution to my problem. And then the other is, oh, no one else has done something like that.