Ian Karnell

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.