Mark Casady— Co-Founder and General Partner of Vestigo Ventures and Executive Chair at FMG—joins host Sean Walters to talk about what AI actually changes in wealth management, and the parts of the advisor's job it can't touch.
Their conversation covers:
- Why the advisor shortage is deeper than most headlines suggest, and what that means for firm leaders making decisions right now
- Why the advisor of the future leads with the meaning of money, not the management of it
- What the next five to seven years look like for the profession, and where to put your attention today
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