Shows
Managing Your PracticeAI as the Next Thought Partner in FinanceHow will artificial intelligence (AI) transform an advisor's business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional's Catherine Williams sits down with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the opportunities for integrating AI into financial services. From their hands-on experience building, training, and using AI to practical ways advisors can embrace it as a strategic thought partner, Dave and Ian's insights on where the technology is headed and how to navigate the legal and compliance c...
2025-09-3056 min
Modern Financial AdvisorHow AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management FirmsUnlocking Scalable Growth for Financial Advisors with AI
In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian Karnell, who introduces his new company, VastAdvisor, and discusses how it aims to radically transform organic growth for financial advisors and wealth management enterprises. Ian delves into the power of AI in generating predictable, scalable lead generation systems and improving compliance for digital marketing. The episode covers the current state of digital marketing for financial advisors, the challenges, and the groundbreaking solutions VastAdvisor offers. Tune in to discover how AI can...
2025-09-0557 min