EPISODE · May 24, 2025 · 33 MIN
Integrating AI Into Advisory Practices
from Advisor Talk with Frank LaRosa · host Brian Lutz, Sue Cheema
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 firmsWhether you’re an early adopter or still skeptical, this episode will change the way you think about AI’s role in your practice - and give you the tools to start using it wisely, safely, and efficiently.Reach Sue at: [email protected] Brian at: [email protected]
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What this episode covers
In this week's forward-looking episode of Advisor Talk, Elite Consulting Partners CMO Brian Lutz and Chief Information Officer Sue Cheema dive deep into the world of artificial intelligence - and what it really means for financial advisors. With a blend of technical insight and real-world examples, Brian and Sue cut through the AI hype to explore practical, immediate ways advisors can leverage AI tools to streamline workflows, personalize client engagement, and enhance productivity. From predictive analytics to CRM automation, they unpack the innovations that are shaping the future of financial services - and the common missteps to avoid along the way.
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Integrating AI Into Advisory Practices
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