Managing Your Practice AI as the Next Thought Partner in Finance
13 snips
Sep 30, 2025 
Dave Alison is the President of Prosperity Capital Advisors and CEO of Alison Wealth Management, while Ian Karnell is the CEO and co-founder of VastAdvisor.ai, specializing in AI for financial advisors. They delve into how AI reshapes financial advisory, enhancing productivity and client relations. Discover practical AI applications, from improving client acquisition and compliance to reducing advisor workload. They also discuss the importance of governance and retaining the human touch in client relationships amidst technological advancements.
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AI As A Productivity Multiplier
- Dave Alison frames AI primarily as a productivity multiplier across employee output, operations, and product innovation.
- He sees AI as enabling advisors to do more, faster, and with fewer resources.
AI Accelerates Human Judgment
- Ian Karnell defines AI as pattern recognition and prediction at scale that accelerates human judgment.
- He emphasizes AI's role in lowering time and cost across front, mid, and back office activities.
Free Advisors By Automating Minutiae
- Reduce advisor minutiae with AI so advisors can spend more time on client relationships and rainmaking.
- Use AI to compress research and drafting tasks so advisors regain hours for growth activities.