Hosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, The Wealth Management Matchmaker, welcome Jason Westover, an AI expert with over 20 years in financial services from Pareto Systems. 

In this insightful episode, they dive into how AI is evolving beyond the limitations of robo-advisors to deliver hyper-personalized client experiences, automate workflows, and boost advisor productivity. 

Topics include practical starting points such as content generation and research, the rise of AI agents for tasks like client onboarding and FAQs, the human capital implications of advisor retirements, profitability gains through enterprise value, and key risks surrounding compliance and data integrity. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.