It was an absolute pleasure to join Laura Shackelford, SVP of Global Demand at iCapital, for the Modern Advisor Series by iCapital. We explored how AI is not just an efficiency booster—it’s the key to unlocking scalable, net-new organic growth for RIAs.
In this 1-hour masterclass, we unpack:
- How AI is radically lowering CAC and improving conversion rates
- The transformation of advisor-client engagement with omnichannel automation
- The importance of systematizing organic growth (and the 2x valuation multiplier it unlocks)
- Best practices for AI governance, compliance, and fine-tuning your own competitive model
- Why advisors don’t need to be marketers—but they can now access world-class marketing at scale
This isn’t about replacing human connection—it’s about amplifying it.
