3 Ways AI Is Helping Financial Advisors Find and Win Over New Clients
AI in wealth management isn’t just on the horizon—it’s increasingly influencing how advisors explore ways to connect with prospective clients.
SEIA advisor Michael Macauley was recently featured in Barron’s discussing his experience using AI to support prospecting efforts. With more than two decades in wealth management, Michael has observed numerous industry trends over the years. In the interview, he described how his team used AI tools to help organize information for recent seminar events in Arizona.
Michael notes that his approach reflects a pragmatic perspective on innovation: considering tools that may support client service while keeping the focus on building meaningful relationships.
Read the full Barron’s article by Weld Royal: https://www.barrons.com/advisor/articles/ai-financial-advisors-prospecting-12af0fad?mod=advisor_center
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