AI for Financial Advisors: How Advisors Stay Competitive

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The Modern Advisor Podcast

Chris Arnold | Zocks

8 episodes

4 days ago

Join host Chris Arnold, Lead Advisor at Refresh Wealth, as he explores how AI and technology are transforming financial services. Each episode features conversations with forward-thinking advisors and firms who are leveraging innovative tools to enhance client relationships and streamline operations. Discover practical strategies, implementation insights, and real-world success stories that can help elevate your practice in today's digital landscape. Presented by Zocks (zocks.io) - The Meeting Assistant made for Financial Advisors. Zocks captures financial details during client meetings, prepa

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AI for Financial Advisors: How Advisors Stay Competitive

The Modern Advisor Podcast

31 minutes 27 seconds

4 months ago

AI for Financial Advisors: How Advisors Stay Competitive

In this inaugural episode of The Modern Advisor podcast, Presented by Zocks, host Chris Arnold sits down with Bryan Hasling of Modern Financial Planning to explore the evolving technology landscape for financial advisors.

Bryan shares insights from running a virtual wealth management firm serving 65+ tech professionals across the Bay Area and East Coast, managing nearly $90 million in assets. The conversation dives deep into the challenges of building an efficient tech stack, from CRM systems like Wealthbox to portfolio management tools like Quantis and Right Capital.

Key topics covered:

Tech Stack Essentials: The reality of managing 15+ software solutions in a boutique advisory practice
AI Implementation: Practical applications of meeting note-takers and how they're transforming client relationships
The Personalization Advantage: How technology enables advisors to remember the small details that matter most to clients
Startup Life in Financial Planning: The challenge of wearing multiple hats while scaling a practice
Tax-Heavy Advisory: Why tech-focused advisors can't ignore the tax implications of equity compensation

Bryan and Chris discuss the balance between leveraging technology for efficiency while maintaining the high-touch, personalized service that sets boutique practices apart from robo-advisors. They explore emerging tools for equity compensation planning and the ongoing challenge of finding the "one-stop shop" solution that doesn't exist yet.

Whether you're a solo advisor looking to optimize your practice or interested in how AI is reshaping client service delivery, this episode offers practical insights from two advisors actively navigating the intersection of technology and relationship-based financial planning.

Connect with Bryan:

- LinkedIn: https://www.linkedin.com/in/bryanhasling/

- Modern Financial Planning: https://www.modernfp.com/review

Connect with Chris:

- LinkedIn: https://www.linkedin.com/in/chrisarnold20/

- Website: https://refreshwealth.com/

- Podcast: https://open.spotify.com/show/65YiwfF2XMqLh2Xz2SiOxA?si=vtGBejiOSc6_u-Dl4Heumw

This Episode is presented by Zocks

LinkedIn: https://www.linkedin.com/in/markgil/

Website: https://www.zocks.io/