How is artificial intelligence transforming organic growth for RIAs? In this conversation filmed live at Envestnet Elevate, VastAdvisor CEO Ian Karnell joins Blake and Molly to explore how AI is redefining client acquisition, advisor productivity, and marketing automation in wealth management.
Discover how fine-tuned AI models, data-driven personalization, and compliance-aware automation are helping advisory firms reduce client acquisition costs (CAC), improve attribution insights, and build scalable systems for sustainable growth.
Topics covered:
- How AI-powered marketing is reshaping advisor growth
- Why owning your lead generation system is the new differentiator
- Practical use cases for AI in compliance, content, and campaign management
- The future of human + machine collaboration in wealth management
