AI Will Replace 80% of a Financial Advisor’s Team - Jason Wenk

Embracing AI to scale your advisory firm
Jason Wenk shares the potential transformations AI will have in the financial advisory industry. Key topics include the future roles of advisors with the aid of proactive AI planning assistants, practical steps advisors should take to stand out, and the industry-wide implications of AI adoption.

✅ Learn how we're applyying AI to our own practice here:
https://davezoller.org/future-of-advi...

🎯Financial Advisors, Want to grow your advisory business? Go Here: https://www.streamlinemypractice.com/...

CONNECT WITH JASON WENK
  / jasonwenk  
https://altruist.com/

The AI Tool Jason Mentions: https://altruist.com/hazel

CONNECT WITH ME
Twitter -   / davezoller_  
LinkedIn -   / davezoller  
Instagram -   / streamlinemypractice  

00:00 Introduction: The Future of Advisory Work with AI
00:34 AI's Role in Scaling Advisory Services
01:51 The Rise of AI Note Takers
04:58 Proactive Planning Assistants and Risk Management
07:31 AI's Impact on Financial Planning and Client Management
10:10 The Evolution of AI Tools in Advisory Services
14:06 Practical Steps for Advisors to Embrace AI
16:24 The Future of AI in Advisory Platforms
26:31 The Longevity of the AUM Business Model
30:41 Automated Financial Services
33:33 AI's Impact on Financial Advisors
34:57 Future of AI in Financial Advice
44:27 Data Ownership and Strategy
47:48 Altruist's Upcoming Innovations
57:08 Personal Insights and Work Philosophy

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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. And those interested in a financial advisor career.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, digital marketing for financial advisors, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
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