The Human Edge in AI-Driven WealthTech | Jason Quinn @ Advisor360° & Dr. Joshua Wilson @ Neubefi

The Human Edge in AI-Driven WealthTech | Jason Quinn @ Advisor360° & Dr. Joshua Wilson @ Neubefi

In this episode of AI for Advisors, Mark Heynen and James Cantwell sit down with Jason Quinn @ Advisor360° and Dr. Joshua Wilson @ Neubefi to talk about where AI is really taking advisor technology.The conversation explores how AI may reshape the wealthtech stack, why firms may move away from fragmented point solutions, and how AI-native operating systems could change the way advisors work.Jason shares how Advisor360° is thinking about unified data, workflows, and infrastructure, while Dr. Joshua Wilson breaks down why trust, identity, emotional resonance, and human connection may become even more important as AI tools become more common.They also discuss whether AI can help advisors scale relationships, why generic AI content is not enough, and how firms can stand out when everyone has access to the same technology.Topics include:AI-native operating systems for advisorsThe future of the wealthtech stackWorkflow automation and advisor productivityTrust and differentiation in an AI-driven marketHuman connection as a competitive edgeFavorite AI tools like Claude, Claude Code, and WhisperFlowAs AI raises the baseline, the real winners may be the firms that combine smarter technology with a stronger human signal.

Digital Employees are Already Here: Alex Schlesinger @ SS&C

AI is moving from hype into infrastructure. In this episode of AI for Advisors, Mark and James sit down with Alex Schlesinger of Advent to discuss what it actually looks like to build AI inside a large enterprise WealthTech organization — and why most firms are still approaching AI the wrong way. The conversation explores the tension between innovation and legacy systems, how large firms think about AI adoption, and why the future may belong to flexible AI platforms instead of one-size-fits-all solutions. What we cover: • Building AI inside large WealthTech enterprises • Why “AI-first” thinking often fails • AI infrastructure vs AI products • MCP, orchestration, and digital employees • Operational efficiency in wealth management • The future of advisor technology stacks Chapters: 00:00 – Dogs, tracking tech, and digital employees 07:00 – OpenClaw, AI agents, and orchestration 24:00 – Alex’s background and Advent journey 31:00 – Building AI inside large organizations 45:00 – Why most AI implementations fail 57:00 – The future of AI platforms in wealth management About AI for Advisors: Conversations exploring how artificial intelligence is transforming wealth management, advisor workflows, and the future of financial services.

Advisors Are Missing the Biggest Asset with Jason Early, Founder & CEO of RISR

Most advisors want to serve business owners — but many still lack the tools, data, and confidence to advise them well. In this episode of AI for Advisors, Mark Heynen and James Cantwell talk with Jason Early, Founder & CEO of RISR, about why business owners remain one of the biggest missed opportunities in wealth management. They discuss how advisors can move beyond rough business valuations, use better data to create deeper planning conversations, and help owners think through succession, exit planning, risk, and long-term goals. They also explore how AI is changing the advisor’s role, why relationship-building still matters, and why technology should support trust — not replace it. Featuring Jason Early, Founder & CEO of RISR.

Your Messaging is Broken: Allen Darby from Alaris Acquisitions

In this episode of AI for Advisors, Mark and James sit down with Allen Darby, Founder and CEO of Alaris Acquisitions, to discuss how AI is beginning to reshape the future of RIAs, M&A, and wealth management operations. Allen shares insights from years of advising RIA transactions, including how buyers evaluate firms, why cultural fit matters more than price alone, and how AI could eventually impact valuations, staffing, growth, and advisor-client relationships. The conversation also explores the rise of AI note takers, automation in advisory workflows, and whether AI-powered firms could eventually command a premium in the market. What we cover: • The state of RIA M&A today • Why younger advisors are selling earlier • How Alaris uses AI for buyer-seller matching • The role of culture and compatibility in acquisitions • AI’s impact on advisor operations and staffing • Whether AI-ready firms could command higher valuations • The future of advisor-client relationships in an AI world Learn more about Alaris Acquisitions: https://www.alarisacquisitions.com [https://www.alarisacquisitions.com/]

Growth Without Losing Trust: Eden Ovadia from Finny

Most AI conversations in wealth management focus on efficiency. This one is about something harder: growth without breaking trust. In this episode of AI for Advisors, Eden Ovadia, founder of FINNY, shares how he’s building a modern, AI-native experience for financial advice — while staying grounded in the reality that trust is still the product. The conversation explores why most AI growth strategies feel inauthentic, how younger users actually want to engage with financial advice, and why the next generation of advisor experiences may look completely different from today’s model. If you’re thinking about AI purely as a productivity tool, you may be missing the bigger shift. Key Takeaways: • AI doesn’t replace trust — it amplifies it (or destroys it) • Growth in financial services is shifting from distribution → experience • Younger users expect real-time, contextual engagement • Most advisor tech is built for firms — not end clients • The winners will balance scale + authenticity Chapters: 00:00 – Intro & Eden’s background 04:12 – What FINNY is building 09:30 – Why most AI in finance feels inauthentic 15:05 – The real role of trust in AI-powered advice 21:40 – How younger users want to engage 28:10 – Scale vs personalization 35:25 – Why advisor tech misses the end user 42:50 – What good AI experiences feel like 50:15 – The future of financial advice 57:30 – Closing thoughts Learn more about FINNY: https://finny.ai [https://finny.ai/]