With AI vs Without: What Advisor are You?
How can financial advisors actually benefit from AI in their practice today?
In the premiere episode of Rally Up!, InspereX Managing Director Bob McDermott sits down with Optimal Advisor AI Co-Founder Craig Kirkpatrick to explore practical, real-world applications of artificial intelligence in wealth management.
If you've ever thought, "I don't have time for AI," Craig explains why that mindset may be costing you more time than you realize. From client meeting preparation and investment research to workflow automation and advisor communications, this conversation focuses on tangible use cases, not hype.
AI isn't here to replace advisors — it's a fintech tool to give the best advisors a measurable edge. And with client expectations rising fast, the real question becomes: "How much time — and opportunity — am I losing if I don't learn this?"
Because it's not humans versus AI — it's advisors who use AI versus advisors who don't.
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