The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell

Shannon Rosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space. Shannon and John discuss 1) Agentic AI and its independent problem-solving capabilities. 2) How AI is projected to enhance wealthtech operations and the personal brand of advisors, 3) How AI can be used as a growth lever, 4) Why compliance is crucial when adopting AI solutions. https://www.wealthmanagement.com/artificial-intelligence/the-wealthstack-podcast-how-agentic-ai-is-revolutionizing-wealth-management-with-john-connell