About this episode

This episode discusses the importance of AI for advisors and features Ryan Morrison sharing practical applications of AI in the advisory field.

AI is no longer optional for advisors who want to stay competitive. In this episode, we are joined by Ryan Morrison, owner of Smart Data, to explore real world use cases for AI in prospecting, data gathering, tax analysis, and client engagement, plus how to adopt these tools without overwhelming your team.

People in this episode

Host: Jaime Malm

Guest: Ryan Morrison

Topics covered

• AI
• client retention
• prospecting
• data analysis
• client engagement

Keywords

• AI
• advisors
• client engagement
• data gathering
• tax analysis

Mentioned in this episode

Organizations: Smart Data

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