As AI rapidly reshapes financial services, LPL Financial isn’t just adapting. It’s leading the charge, equipping financial advisors with transformative, cutting-edge tools.

In this episode, Stephen Chien, Head of AI Advisor Solutions at LPL Financial, joins Box Chief Customer Officer Jon Herstein to discuss how LPL integrates AI into its advisor ecosystem. From saving time with AI tools, to fostering innovation at scale, Stephen shares insights on AI’s role in revolutionizing client service and business growth. Whether you’re in wealth management or any other sector, you’ll learn how to utilize AI to optimize operations, improve client interactions, and create a competitive advantage.

Key moments:
(00:00) The role of AI in wealth management and advisor empowerment
(03:12) How LPL Financial scales AI across its advisor network
(08:29) Leveraging AI for efficient client interactions and content management
(14:00) Ensuring compliance and data privacy in the age of AI
(18:52) How AI helps LPL advisors save time and boost productivity
(26:11) Challenges and opportunities of AI adoption in a regulated industry
(31:35) What’s next for LPL Financial