In our very first episode of AI for Advisors, Mark Heynen (serial entrepreneur & co-founder of Knapsack AI) and James Cantwell (WealthTechSelect, longtime wealth management consultant) dive into the big questions shaping the future of advice:

• Can AI really make better judgments than humans?

• Will financial advisors be replaced by algorithms, or will AI simply become their most powerful tool?

• How are tools like ChatGPT, Claude, and Perplexity actually being used (or not used) in real advisor workflows?

• What happens to fees, client ratios, and the advisor’s role as technology scales?

We also explore the latest AI news—from ChatGPT-5’s mixed reception to Perplexity’s headline-grabbing bid for Chrome—and what it all means for wealth management professionals.

This is a candid, exploratory conversation about where AI meets human judgment, trust, and client relationships in financial services. If you’re a financial advisor, WealthTech founder, or just curious about how AI is reshaping money, this episode is for you.

👉 Connect with us on LinkedIn (Mark Heynen, James Cantwell) or message us if you’d like to share your perspective as a future guest.