Leo Kelly on Adjusted for Risk Podcast: How Can AI Positively Transform the Financial Advisory Space?
We’re excited to share that our CEO, Leo Kelly recently appeared on the WealthManagement.com Adjusted for Risk podcast with Ryan Neuman to discuss how AI–when implemented strategically–can positively transform the financial advisory space and create a more enriched experience with clients!
In this conversation, Leo describes:
• How AI can enhance, not replace, the crucial advisor-client relationship
• The importance of strategic AI implementation to boost productivity and client service
• Why proper data management is essential before adopting AI solutions
• Leveraging AI to free up time for more meaningful client interactions
Leo also shares his experience transitioning from a wirehouse to founding Verdence, emphasizing our commitment to always putting clients first.
As we continue to explore innovative ways to serve our clients better, we believe AI will play a pivotal role in the future of wealth management.
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