The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how advisors operate, engage with clients and scale their businesses. AI’s ability to automate administrative tasks gives advisors more time to focus on strategic planning and client relationships—core elements of building trust and growing AUM. Firms that embrace this technology early can gain a competitive edge by offering more personalized, efficient service.
Shannon Rosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space. Shannon and John discuss:
- Agentic AI and its independent problem-solving capabilities
- How AI is projected to enhance wealthtech operations and the personal brand of advisors
- How AI can be used as a growth lever
- Why compliance is crucial when adopting AI solutions
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About Our Guest:
John L. Connell is the Co-Founder and CEO of Focal, an AI meeting management solution that saves financial advisors 15 hours per week by automating tasks before, during, and after meetings. Focal offers enterprise-grade security and compliance, built on Microsoft’s most secure infrastructure. John is also the CEO of Investiture AI, a consulting firm supporting AI/ML solutions for companies like Apple, Disney, HP, and Reddit. He is passionate about leveraging AI for social good, driving innovation through his podcast, Accelerating AI.