RIA Collective: Sam Sova | AI Coworkers Are Changing Advisory Firms

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 internetHow advisors are losing more than 40% of their time to tasks AI can now handleWhy meeting preparation is one of the biggest hidden time drains in advisory firmsHow AI coworkers can automatically generate agendas, insights, and recommendationsThe future of personalized client journeys and proactive touchpointsHow Subatomic approaches security, compliance, and transparency for RIAsWhy AI is not about replacing people, but about doing more with the same teamSam 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 RIAsFirms hitting a growth ceilingAdvisors curious about AI beyond note-taking toolsLeaders 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.aiConnect with Charlie Van Derven🌐 Social Advisors: https://www.social-advisors.com💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/Chapters00:00 – Why this episode is different03:00 – AI’s “1995 moment”07:45 – Where advisors lose the most time11:00 – AI-powered meeting preparation explained15:30 – Unifying data across advisor technology stacks19:00 – Security, compliance, and transparency22:30 – The future of AI coworkers in RIAs