Recently, I had the pleasure of speaking with John Manganaro, managing editor of PLANADVISER, at their webinar on artificial intelligence and financial advice. We talked about why Accenture recently conducted a study on the state of AI in wealth management, what surprised me from the survey results and what were some of the eye-opening numbers that came back. We also tackled what the future might hold for AI in wealth management and what its real value is that could open more business for financial advisors.
If you’d like to hear more of this conversation, watch the video below. I hope you enjoy it as much as I enjoyed discussing the results of our study. As always, feel free to comment with your thoughts or reach out to me if we can help you scale AI at your firm.