Ep 14: How to Implement Artificial Intelligence

Episode 14: How to Implement Artificial Intelligence

Guest: Ben Olson, AI Expert | Ep. 14

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, and today, we’re diving into an exciting topic—Artificial Intelligence (AI) for financial advisors.

Joining me is Ben Olson, an expert in AI implementation for financial firms. We’ll explore how AI can streamline workflows, improve client experiences, and integrate seamlessly into advisor tech stacks.

Key Takeaways:

✅ AI in Finance – The latest advancements and real-world applications for advisors.
✅ How to Use AI – Practical use cases for automation, client service, and efficiency.
✅ Tech Stack Integration – Which advisor tools have APIs that enable seamless AI workflows.
✅ Future-Proofing Your Firm – How advisors can stay ahead in the AI revolution.

💡 AI isn’t replacing advisors—it’s making them more efficient! Whether you’re just starting to explore AI or looking for practical automation strategies, this episode is packed with actionable insights.

🔗 Connect with Ben Olson: Ben Olson on LinkedIn

📩 Stay updated on tax & tech for advisors: Subscribe Here
☕ Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.DominionEs.com

‍