AI for Advisors: Some tricks, but all treats – Yourstake – 10.31.23

January 3, 2021

Overview:

Title: AI for Advisors: Some tricks, but all treats

Date: Tuesday, October 31, 2023

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

Now On Demand

AI has rapidly changed how Advisors run their business, from unlocking new time efficiencies to generating insights at the click of a button. The question looms, how do Advisors bring AI into their practices safely and efficiently?

During this webinar, YourStake’s President and Co-Founder, Gabe Rissman, will dive into the topics of AI for Financial Advisors, exploring how advances in technology are helping to get work done in minutes instead of hours, how AI-assisted chat can act as a paraplanner, and discover the new ways AI can transform what growth looks like for an Advisor’s practice.

Join us to learn about:

The growth of AI across Wealth Management and why it is essential for Advisors to adopt these new technologies to power growth.
How our AI creates magic out of a PDF brokerage statement with 1-click extraction, analysis, and client-ready proposal.
Why the need for personalized proposals and client reviews, incorporating risk tolerances and even values alignment can be a key to long-term growth.

Speaker:

Gabe Rissman Co-Founder and President YourStake

YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.

Gabe holds a B.S. in computational astrophysics from Yale, where he also led Yale’s fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which under his leadership became the first ever student investment fund to file a shareholder resolution.

Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, was named 30 under 30 in Socially Responsible Investing, and has published academic papers on ESG investing. Gabe is also the author of a monthly series for WealthManagement.com highlighting the top ESG trends of the month.