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Inside the Flows - Episode 10
Inside this episode of Inside the Flows, Iyassu and Juan Vallejo step back to assess how rapidly AI is reshaping the operating model across industries, from the massive capital being deployed into infrastructure to what that means for productivity, cost structures, and long term competitive positioning. They frame AI not as a distant concept, but as a real time shift that advisors and firms should be paying attention to now, particularly as timelines for innovation continue to compress.
The conversation then moves into a practical lens on how AI is actually being used to build and scale a business, highlighting how pairing domain expertise with AI agents can dramatically accelerate output while still requiring oversight, judgment, and process discipline. For advisors, the takeaway is clear: AI is far more likely to augment high quality practitioners than replace them, with the potential to enhance research, monitoring, and decision support in ways that mirror a highly efficient junior analyst working continuously in the background.
#ai #wealthmanagement #agenticai #financialplanning #financialadvisor #portfoliomanagement #ria
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229
View all episodes
By InflowsInside this episode of Inside the Flows, Iyassu and Juan Vallejo step back to assess how rapidly AI is reshaping the operating model across industries, from the massive capital being deployed into infrastructure to what that means for productivity, cost structures, and long term competitive positioning. They frame AI not as a distant concept, but as a real time shift that advisors and firms should be paying attention to now, particularly as timelines for innovation continue to compress.
The conversation then moves into a practical lens on how AI is actually being used to build and scale a business, highlighting how pairing domain expertise with AI agents can dramatically accelerate output while still requiring oversight, judgment, and process discipline. For advisors, the takeaway is clear: AI is far more likely to augment high quality practitioners than replace them, with the potential to enhance research, monitoring, and decision support in ways that mirror a highly efficient junior analyst working continuously in the background.
#ai #wealthmanagement #agenticai #financialplanning #financialadvisor #portfoliomanagement #ria
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229