Description

AI is everywhere in financial services, but most advisors are only scratching the surface.

In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Sova, Co-Founder of Subatomic AI, to explore how artificial intelligence is moving beyond basic tools and becoming a true collaborative partner inside advisory firms.

Sam shares how RIAs can use AI to unify data across CRMs, custodians, portfolio platforms, email, and communication tools. The result is fewer manual tasks, more efficiency, and the ability to break through growth ceilings without adding headcount.

Together, Charlie and Sam discuss:

• Why AI is at a “1995 moment,” similar to the early internet
• How advisors are losing more than 40% of their time to tasks AI can now handle
• Why meeting preparation is one of the biggest hidden time drains in advisory firms
• How AI coworkers can automatically generate agendas, insights, and recommendations
• The future of personalized client journeys and proactive touchpoints
• How Subatomic approaches security, compliance, and transparency for RIAs
• Why AI is not about replacing people, but about doing more with the same team

Sam also explains how Subatomic helps firms save hundreds, and in some cases thousands, of hours per year. That time can be reinvested where it matters most: relationships, trust, and growth.

This episode is especially valuable for:

• Independent advisors and RIAs
• Firms hitting a growth ceiling
• Advisors curious about AI beyond note-taking tools
• Leaders planning for the next decade of advice

🎧 Watch now and subscribe to RIA Collective for conversations that help independent advisors grow, adapt, and lead the future of financial advice.

Connect with Sam Sova
🌐 Subatomic AI: https://subatomic.ai

Connect with Charlie Van Derven
🌐 Social Advisors: https://www.social-advisors.com
💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/

Chapters
00:00 – Why this episode is different
03:00 – AI’s “1995 moment”
07:45 – Where advisors lose the most time
11:00 – AI-powered meeting preparation explained
15:30 – Unifying data across advisor technology stacks
19:00 – Security, compliance, and transparency
22:30 – The future of AI coworkers in RIAs