RIA Edge West is an event that helps leaders of RIA firms learn how to create intentional, scalable and repeatable growth – while also understanding how to build a firm that is designed to thrive over the next decade and beyond1.
Celent's Principal Wealth Management Analyst, Ashley Longabaugh, will be speaking on the topic of, "Will AI Make Financial Planning More Human?"
What happens when technology collides with emotion? With AI reshaping the landscape of financial planning, it’s offering unprecedented opportunities for client prospecting, engagement, and ultimately growth. Scaling personalized, proactive advice and information is critical, but understanding your client even before conversion will be a gamechanger. During this discussion, expect to learn how AI is making advisors more human through robust client prospecting and targeting, and how data can help you gain greater insights to best service clients in ways that are important to them.