The Perfect RIA Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
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Oct 27, 2025 Liam Hanlon, Head of Insights at Jump AI and former management consultant at EY, joins the discussion on transforming financial advisory through technology. They delve into the psychological barriers that hinder advisors from adopting new tools and the surprising insights drawn from advisor-client interactions. Hanlon shares how AI note-taking can significantly enhance client focus and boost prospect conversion rates. They also emphasize the rapid rise of AI adoption among advisors, urging firms to leverage these innovative tools for better outcomes.
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Advisor Fear Outweighs Client Reaction
- Advisors fear new tech will make them look incompetent, which blocks adoption.
- Liam says that fear is largely imagined and not supported by client reactions.
Client Jokes About Misheard Notes
- Matthew describes telling a client the note taker might misinterpret things, which led to a joking comment.
- The client teased about the app recording an alleged affair and laughed it off.
Seamless Integration Drives Rapid Adoption
- Note takers integrate seamlessly into existing workflows so advisors adopt faster.
- Liam notes adoption exceeds that of CRMs and planning tools due to zero learning curve.