Delivering World-Class Integrated Advice Profitably and Effectively

Episode 026: In this week’s episode of Milemarker’s The Connected Advisor Podcast, I sit down for a conversation with Spenser Segal, CEO of ActiFi.

Spencer highlights the need for professional management in scaling a wealth management firm and the importance of optimizing processes and technology to support growth. He also emphasizes the potential for AI to automate non-high human value-added activities while allowing advisors to focus on providing personalized and valuable advice to clients.

Key takeaways from this episode:

1. The scariest resource in the industry is professional management, and firms need experienced managers who can optimize processes and leverage technology effectively.

2. People trump process. Process trumps technology, and technology is critical to building a scalable and efficient practice.

3. AI can potentially reduce the cost of non-human value-added activities by over 90% and can significantly increase value and margins for advisors.

The episode is available now on your favorite podcast platform:

• Spotify

• Apple Podcasts

• Youtube

• Google Podcasts

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt