{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Building The Billion Dollar Business","title":"The 3-Part AI Roadmap for Financial Advisors","html":"","width":"100%","height":180,"duration":1236,"description":"Is AI actually different this time or is it just another overhyped technology cycle? In this episode of Building the Billion Dollar Business, financial advisor coach Ray Sclafani makes the case that for wealth management professionals, artificial intelligence is not a trend to wait out. It is a fundamental shift in how advice is delivered, how clients experience service, and how advisory firms build competitive advantage.\nWhat you'll learn in this episodeWhy AI is different from past disruptions like robo advisors and discount brokerage — and what that means for your practiceHow Know Your Client (KYC) is evolving from a compliance requirement into a strategic data asset in an AI-driven worldThe three-part AI roadmap every advisory firm should follow: learn, apply, redesignWhich AI tools are most relevant for financial advisors right now, including Microsoft Copilot, Jump.ai, TaxStatus, and Advice.aiWhat agentic AI is, how it differs from a chatbot, and why it matters for your firm's future workflowThe compliance and fiduciary considerations every advisor must understand before deploying AI tools with client dataHow to lead your team through AI adoption as a behavior change, not just a software rolloutCoaching questions for reflectionWhat is one workflow in your business today that is inefficient, repetitive, or dependent on one person — and how could AI improve it in the next 30 days?Where are you and your team under-invested in learning, and what would change in 12 weeks if you committed to one AI course or certificate program together?Courses and certificate programs to followGoogle AI Essentials – for foundational AI skills and a beginner certificate Google AI Professional Certificate – includes free access offers for eligible small businesses Microsoft Learn AI Learning Hub – free learning paths AWS Learn About AI – AWS AI learning resources DeepLearning.AI – short courses on agentic AI, multi-agent systems, and AI agents in LangGraph Anthropic AI Fluency –...","thumbnail_url":"https://img.transistorcdn.com/mJm_XL0UTJjZkBTCSBQ__qB9-hm1tR6zloWUz9aPF-s/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84Mjk5/M2NhZDliZTUxYWNj/Yzg4OTA3OTA4NzA1/NjZiYi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}