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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