How Financial Advisors Can Help More Clients Faster With AI [Video]

The start of a new client engagement can be a lot of work for financial advisors. They need to quickly get up to speed on where that person stands financially and start delivering advice and a plan for reaching their goals. Now AI is helping advisors complete that work faster and with less friction.

Tools like YourStake give the more time-consuming and tedious onboarding tasks to AI so advisors can focus on their clients. YourStake co-founder Gabe Rissman has a unique perspective on AI. Before striking out as an entrepreneur in financial services, he studied computational astrophysics at Yale and spent a lot of time doing nuclear fusion research.

His conversation with host Greg Matusky on the latest episode of The Disruption Is Nowranges from the benefits of AI for financial advisors to the future of AI and robotics to how AI is already enhancing human understanding in fusion research. It’s a reminder that AI is …