[AI Series] AI for Wealth Management Marketing With Jonathan Michael

Jonathan Michael is the Founder and CEO of Wealth I/O, a firm helping independent RIAs capture new clients with AI-powered marketing technology. With over 10 years as a MarTech executive, he has a proven track record of building and growing successful AI and digital marketing companies. 

Jonathan is a keynote speaker and a contributing writer for Entrepreneur Media and StartUs. He also holds the Transformation Entrepreneurship Award for his achievements and impact as a founder.

In this episode…

As the financial industry evolves, clients are becoming more sophisticated and demanding when managing their wealth. Acquiring these clients as an advisor is becoming a challenge. Leveraging AI in your marketing as an RIA can be the missing piece.. 

Jonathan Michael, a tech guru in the financial services world, says that keeping up with the latest technologies positions you to attract and retain clients. One of the fastest-growing tech tools is AI. RIAs that embrace AI are well-positioned to differentiate themselves in a crowded market, attract more leads, and convert them into loyal clients.

In this episode of The Customer Wins, Richard Walker sits down with Jonathan Michael, Founder and CEO of Wealth I/O, to discuss AI for wealth management marketing. Jonathan talks about Wealth I/O and how it helps people, how it uses AI to help generate leads, its business model, and ideal clients.