Thursday Email: Jason Early

September 12, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

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In this episode of Bridging the Gap, Matt speaks with Jason Early about how AI and technology are transforming the financial advisory space. They discuss the importance of integrating financial data with business goals, providing advisors with deeper insights for more personalized advice. The conversation also touches on the future of AI in streamlining processes and the value of adopting a growth mindset to drive continuous improvement.y

Jump to this:

[13:14] Skillset gaps and client perceptions create challenges in serving business clients effectively. Financial advisors who effectively coordinate with a team of professionals around business owners experience notable growth and generate referrals beyond expectations.

[24:37] AI-integrated accounting systems effectively extract, analyze, and interpret financial data, aligning it with user goals and insights. AI enhances data insights through natural conversation integration.

The best is ahead!

-Matt