Hey advisors, anyone out there using Egnyte? Check out our new app that automatically re-names files and extracts holdings out of brokerage statements. No new systems, no new training -- just right click and "Send to LEA". Check out more info in the Egnyte App & Integrations store: https://us-partner-integrations.egnyte.com/appstore/#/apps/LEA Thanks @Joe Moss for the reminder to post here.

Posted here on LinkedIn by @James Cantwell The wealth management industry is having the wrong conversation. While we celebrate AI notetakers and debate which CRM integrates best, we're missing the fundamental question: Why are we still building CRMs at all? Every hour spent making CRMs marginally better is an hour not spent reimagining what client relationships could become. Every integration that makes legacy systems slightly more tolerable extends their lifespan past their expiration date. We're not just missing opportunities, we're actively choosing mediocrity. The AI notetaker gold rush reveals something uncomfortable: we're so desperate to fix our broken workflows that we'll celebrate any improvement, even ones that perpetuate the fundamental problem. Jump - Advisor AI raises $24.6 million for sophisticated meeting transcription¹. Wealthbox adds AI features to their existing CRM infrastructure³. Altruist launches Hazel AI to help advisors manage their overwhelming workload⁵. These are impressive solutions. They're also solving the wrong problem. We're getting faster at doing the wrong things. The Industry's Incremental Thinking Problem The wealth management technology landscape is littered with brilliant teams applying breakthrough technology to outdated paradigms. Consider the current AI integration wave: Jump's remarkable success, 35% monthly growth, enterprise clients including LPL Financial and Cetera Financial Group, proves that AI-powered workflow automation resonates with advisors¹. Saving "at least one hour per workday" through automated meeting preparation demonstrates clear value. But Jump is essentially building a sophisticated transcription service for a broken communication model. Wealthbox's native AI integration shows incumbents can innovate meaningfully. Their AI notetaker generates discussion highlights and context-aware task suggestions directly within existing CRM workflows³. Eric J. Negron, CEPA® 📌 of Forefront celebrates that advisors can "save countless hours and deliver a client experience that drives real growth"⁴. And he's correct it is a time saver, but this optimizes a workflow within a system designed for the wrong era.

https://advisortechbook.substack.com/p/ai-crm-financial-advice-part-iii

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Not a tech-specific podcast, so not adding to the Classroom, but wanted to include this episode in the story. --- Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind. That’s why I’m sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. Shannon has spent over a decade at the forefront of fintech, helping firms navigate digital media, AI-driven solutions, and the evolving wealth tech landscape. Known by many as “Gadget Girl” for her creative and engaging approach to fintech storytelling, she’s the go-to expert on helping firms harness technology to scale efficiently—without sacrificing the human touch. In this episode, we dig into the future of AI in wealth management, how advisors can future-proof their business, and why the build vs. buy debate is more critical than ever. Plus, Shannon shares her take on the biggest tech trends advisors need to embrace now to stay ahead of the game. Get access to the show notes, transcript, and links to all the resources mentioned for this episode by visiting https://bradleyjohnson.com/105 #financialadvisor #ai #fintech #entrepreneur KEY TAKEAWAYS: 00:00 Intro to Shannon Rosic 1:30 How Fintech is Evolving—Are You Keeping Up? 7:10 Build vs. Buy: Which Tech Strategy Wins? 10:29 Why More RIAs Are Investing in CTOs 11:51 The Future of CRM & AI-Driven Workflows 15:50 The Hidden Dangers of AI & Data Privacy in Finance 27:55 AI-Proofing Your Firm 31:09 The Must-Have Features of a Client Portal 37:04 The True Meaning of Fiduciary Advice 44:05 Rethinking Fee Models in Financial Planning 45:30 What Does DBDL Mean to Shannon?