<p class="MsoNormal">How can financial advisors turn AI buzz into measurable efficiency? Aneet Deshpande, CIO at $50 billion RIA Clearstead Advisors, shares the blueprint he uses. Discover why your AI journey must start with a clear business strategy, how to identify the parts of your practice where you should consider using AI, questions you should ask when selecting tools and how to successfully implement AI. Listen now to craft an AI roadmap that's about serving your clients and making your practice more efficient — not about new shiny objects.</p>

How can financial advisors turn AI buzz into measurable efficiency? Aneet Deshpande, CIO at $50 billion RIA Clearstead Advisors, shares the blueprint he uses. Discover why your AI journey must start with a clear business strategy, how to identify the parts of your practice where you should consider using AI, questions you should ask when selecting tools and how to successfully implement AI. Listen now to craft an AI roadmap that's about serving your clients and making your practice more efficient — not about new shiny objects.

<p>How can financial advisors turn AI buzz into measurable efficiency? Aneet Deshpande, CIO at $50 billion RIA Clearstead Advisors, shares the blueprint he uses. Discover why your AI journey must start with a clear business strategy, how to identify the parts of your practice where you should consider using AI, questions you should ask when selecting tools and how to successfully implement AI. Listen now to craft an AI roadmap that's about serving your clients and making your practice more efficient — not about new shiny objects.</p>

How to build an effective AI strategy for your practice, with Aneet Deshpande

If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. 

In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you'll want to tune in to these episodes and hear some of the best ideas in the business. 

The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast.


On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.

Business

Careers

Management

If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you'll want to tune in to these episodes and hear some of the best ideas in the business. The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.

Share How to build an effective AI strategy for your practice, with Aneet Deshpande

Sign up to save your podcasts

How to build an effective AI strategy for your practice, with Aneet Deshpande

How to build an effective AI strategy for your practice, with Aneet Deshpande

More shows like PracticeLab

WSJ Your Money Briefing

Exchanges

WSJ What’s News

Capital Ideas Podcast

Wall Street Breakfast

FT News Briefing

The Compound and Friends

Thoughts on the Market

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Streetwise

Barron's Advisor

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Markets

WSJ's Take On the Week

The Morning Filter