This is what AI in advisory firms should actually look like.
In this clip, Thomas Clawson shares a creative example of using AI to personalize client outreach, from identifying where clients went to school to generating March Madness brackets and emails in seconds.
It’s not about automation for the sake of it.
It’s about building better relationships at scale.
🎧 Watch the full episode on RIA Collective to see how AI is changing advisor-client relationships.