Integrating AI Into Advisory Practices

Advisor Talk with Frank LaRosa · May 24, 2025 · 33m

Highlights include:

-The real definition of AI - and what it isn’t

-How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation

-Why prompt engineering is the new must-have skill for marketing and operations

-Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting

-The power (and risk) of AI-generated content - and how to avoid compliance nightmares

-What “co-intelligence” really means in the age of AI-enhanced advisory firms

Whether you’re an early adopter or still skeptical, this episode will change the…