Latest / Advisor Talk with Frank LaRosa
Special Edition: How Financial Advisors Should Be Thinking About AI
The truth is, most financial advisors know they should be using AI.
Very few know where to actually start.
Too many tools. Too many platforms. Too much noise.
But the advisors who take the time to learn it now will have a significant edge over those who wait.
In this special edition of Advisor Talk, Frank LaRosa is joined by Chief Information Officer Sue Cheema, Chief Marketing Officer Brian Lutz, Director of Marketing and Brand Strategy Wade Shields, and co-host Stacey Frank for a wide-ranging roundtable on what AI actually means for financial advisors today.
The group breaks down how…
The skinny
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