[AI Series] Thriving as a Financial Advisor Using AI-Powered Tools With Gabe Rissman

Gabe Rissman is the Co-founder and President of YourStake, a firm that provides technology solutions that power personalization for advisors. He holds a BS in computational astrophysics from Yale, where he also led Yale's fossil fuel divestment movement and managed the Socially Responsible Investing Fund. Under his leadership.

Gabe is a board member of the Intentional Endowments Network and a member of the Adasina Social Justice Index Committee. He was named 30 under 30 in Socially Responsible Investing and is a WealthManagement.com 2022 Ten to Watch.

In this episode…

As a financial advisor, growing your practice can be a challenging endeavor. With ever-changing market conditions, shifting client needs, and the pressure to stay on top of regulatory requirements, it can be hard to focus on growing your business. However, leveraging AI can be a game-changer. 

With the right tools and technology, you can streamline your client prospecting, reporting, and portfolio analytics, freeing up more time to focus on providing personalized service to clients. However, finding the right tools can be a hassle. Gabe Rissman recommends working with a firm that offers a suite of tools designed for advisors.

In this episode of The Customer Wins, Richard Walker sits down with Gabe Rissman, Co-founder and President of YourStake, to discuss how advisors can thrive through AI. Gabe shares the benefits of using YourStake AI-powered software as an advisor, creating an environmental and social governance impact, and how YourStake improves customer experience and satisfaction.