Gabe Rissman, Co-Founder and President of YourStake, discusses the use of artificial intelligence to bring scalable personalization to the practice of financial advisors.
YourStake’s Advisor Core empowers advisors to a new level of client service using investment idea search, portfolio analysis, and prospect proposal functionality. Values Hub offers questionnaires to clients or prospects to determine their behavioral values on over 200 ESG metrics and to adjust portfolios to align with client goals for impact and social good.
WEBCAST – AI for Advisors: Some Tricks, But All Treats
AI has rapidly changed how Advisors run their business, from unlocking new time efficiencies to generating insights at the click of a button. The question looms, how do Advisors bring AI into their practices safely and efficiently?
During this webinar, YourStake’s President and Co-Founder, Gabe Rissman, will dive into the topics of AI for Financial Advisors, exploring how advances in technology are helping to get work done in minutes instead of hours, how AI-assisted chat can act as a paraplanner, and discover the new ways AI can transform what growth looks like for an Advisor’s practice.
Join us to learn about:
- The growth of AI across Wealth Management and why it is essential for Advisors to adopt these new technologies to power growth.
- How our AI creates magic from a PDF brokerage statement with 1-click transcription.
- Why the need for personalized proposals and client reviews, incorporating risk tolerances and even values alignment can be a key to long-term growth.
Accepted for 1 CFP® / IWI / CFA CE Credit