Monark CEO Ben Haber sits down with Samir Vasavada, co-founder and CEO of Vise, to discuss how AI is shifting the advisor's role. Samir shares a provocative vision: as technology handles the complex "IQ" tasks of portfolio management, the most successful advisors will be those with high "EQ" who can manage deeply personal client relationships.

In this episode:

► The Shift in Expertise: why future advisors might study psychology instead of finance

► The "Conductor" Model: moving from back-office operations to directing an integrated "orchestra" of software

► Whole Portfolio Solutions: why public and private markets must finally converge into a single, tax-aware view

Samir believes the industry must adapt or risk being left behind.

About Capital Connect

Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.

About Monark Markets

Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.

Disclaimer: The views and opinions expressed in this podcast are solely my own and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.