Jason Wenk: AI Will Replace 80% of a Financial Advisor’s Team

Jason Wenk discusses the transformation of financial advisory work in the age of AI. He explores the potential of AI tools to handle tasks like proactive planning, client data analysis, and administrative functions. Jason elaborates on how AI can significantly increase the capacity of advisors and improve client outcomes at lower costs. He also shares insights on the importance of owning your data and the future integration of AI in financial services to enhance efficiency and effectiveness.

Watch on YouTube: https://www.youtube.com/watch?v=8UtXuLI4G_Q