What RIAs Should Build Before Chasing AI with Marcos Segrera
For wealth professionals thinking about advisor training or AI adoption, the episode links both to firm operations, content strategy, and the client experience rather than technology alone.
Summary
By the running an ria deskEpisode 167 of Next Mile features Kyle Van Pelt speaking with Marcos Segrera of Evensky & Katz/Foldes Wealth Management about advisor development, sales as a transfer of confidence, and the firm's marketing and content approach as AI changes the industry. They discuss preparing a 40-year-old firm for AI by focusing on clean data, documented workflows, and client-facing talent, and why human connection and judgment may become more valuable.
- Sales is described as a transfer of confidence, with connection and communication as skills to develop in advisor training.
- Evensky & Katz is investing in marketing and content as AI makes authentic human connection more valuable.
- The episode says firms preparing for AI should focus first on clean data, documented workflows, and client-facing talent.
- Marcos discusses designing the workflow before choosing technology, so automation improves the client experience rather than only internal efficiency.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Intro | 3 min | |
| Marcos's money moment | 4 min | |
| Why learning to sell still matters | 4 min | |
| Developing advisors straight out of college | 4 min | |
| Why Evensky & Katz is investing in content | 5 min | |
| Why authenticity matters more in the age of AI | 2 min | |
| Finding purpose beyond financial success | 5 min | |
| Why AI won't replace human connection | 3 min | |
| The value of an advisor who challenges you | 2 min | |
| Preparing a 40-year-old firm for AI | 3 min | |
| Designing the workflow before choosing the technology | 1 min | |
| Marcos's outlook on the future of the wealth management industry | 4 min | |
| Marcos's Milemarker Minute | 3 min |
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