Purpose-Driven Planning in the Age of AI
About this episode
Lee Korn discusses how Opal Wealth Advisors focuses on meaningful life goals and the integration of AI in financial planning.
In this episode of Focused on the Future, host Suzanne Siracuse speaks with Lee Korn, co-founder of Opal Wealth Advisors, about how his firm is growing by focusing on people, purpose and process. Lee explains how Opal begins every client relationship by uncovering meaningful life goals, not just financial ones, using a discovery process rooted in George Kinder’s life planning framework. While AI tools enhance advisors’ ability to deliver services like tax and estate planning more efficiently, Lee emphasizes that real client transformation comes from human insight, accountability and connection. The conversation turns to talent development, where Lee shares how Opal’s training program focuses on technical expertise, communication skills and personal development. Weekly “Opal Insights” sessions, communication workshops and outside trainings help younger advisors grow into confident, effective professionals. Key insights include: How AI tools helped solve a complex client matter faster than seasoned accountants and attorneys Why Lee believes advisors won’t be replaced by tech but enhanced into “bionic advisors” Opal’s culture of Ikigai, helping team members align personal purpose…
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