What RIAs Should Build Before Chasing AI
It is framed around the operational and talent groundwork a firm needs before technology spending, rather than a product pitch. Advisors thinking about AI adoption or next-generation advisor development get a practitioner's view of sequencing those efforts.
Summary
By the wealth tech & ai deskAn episode of Milemarker's Next Mile podcast in which host Kyle Van Pelt talks with Marcos Segrera of Evensky & Katz/Foldes Wealth Management about how advisory firms can grow in an AI-driven industry. The discussion covers why sales is described as a transfer of confidence, how firms can develop advisors hired straight out of college, and why clean data and documented workflows should be in place before adopting AI tools. It also touches on authentic content, finding purpose beyond financial success, and the value of human judgment and connection as AI advances.
- Segrera describes sales as a transfer of confidence rather than only a demonstration of expertise.
- The conversation covers how RIAs can better develop advisors hired straight out of college.
- Firms are urged to establish clean data and documented workflows before implementing AI tools.
- Segrera discusses preparing a 40-year-old firm for AI and why he sees human judgment and connection as remaining essential.
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