In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition system built to drive organic growth for financial advisors. Ian shares the origins, development, and functionality of Vast Advisor, highlighting how it addresses the $8 billion spent annually by advisors on outdated growth tactics. The conversation dives into the complexities of merging AI with effective marketing strategies, emphasizing the role of compliance and real-time campaign optimization. 

Gain insights into the intersection of technology and wealth management, and discover how Vast Advisor is poised to reshape the industry.

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Vast Advisor

LinkedIn - Ian Karnell’s LinkedIn

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