Human Connection at Scale: How AI Is Transforming Financial Advice

What if AI could help financial advisors become more human, not less? In this episode of Money Matters, host Christopher Hensley, RICP®, CES™, sits down with Robert Sofia, CEO of Snappy Kraken, to discuss how artificial intelligence is quietly revolutionizing relationship-building in the financial services industry.

They explore:

Why AI won't replace advisors—but can make them more consistently human

How to scale trust and authenticity without sacrificing personal service

A real-world case study of a firm doubling AUM from $20B to $40B using AI

Why using ChatGPT isn't "AI implementation"—and what real adoption looks like

What advisors should do first before diving into AI tools

How Snappy Kraken’s Smart Growth Suite helps advisors generate measurable ROI with data-driven marketing

Whether you're AI-curious or already using it in your firm, this conversation is a roadmap to growth without losing your edge. Plus, stick around to hear the #1 mistake advisors make with AI—and the simple shift that can change everything.

🔗 Learn more about Robert Sofia: https://snappykraken.com

🔗 Read the co-authored article on LinkedIn: Chris Hensley on LinkedIn:
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📘 Mentioned: Digital Kaizen for Financial Advisors

Keywords: AI in financial advising, Snappy Kraken, Robert Sofia, marketing for advisors, financial advisor growth, fintech, human connection at scale, Smart Growth Suite, trust and technology, financial services AI, advisor compliance AI, podcast for financial professionals ‪@snappykraken2753‬ ‪@StreetCredPR‬