How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
How can financial advisors and wealth management firms unlock true organic growth in 2025?
Ian Karnell, CEO of VastAdvisor, joins Mike Langford to unveil a game-changing platform that uses AI to create scalable, compliant digital ad campaigns—without the bloated cost of traditional agencies or lead brokers.
In this high-energy episode, Ian pulls back the curtain on VastAdvisor Enterprise and how it enables RIAs, broker-dealers, and asset managers to:
Define ideal client profiles with psychographic precision
Deploy niche-targeted ad campaigns across platforms like Meta, LinkedIn, and Google
Automatically generate compliant ad copy using SEC- and FINRA-aware AI
Measure ROI down to the dollar—with built-in campaign and compliance dashboards
If you’re tired of expensive steak dinners, unreliable lead brokers, and slow growth… this is the moment you’ve been waiting for.
Ian and Mike also explore the rise of agentic AI, why GenAI will reshape the competitive landscape in wealth management, and how firms can empower next-gen advisors with a real tech stack for growth.
Book a demo for VastAdvisor with Ian Karnell
What You’ll Learn in This Episode
Why organic growth has stalled for many financial advisors—and how AI can reignite it
How lead brokers like SmartAsset and Zoe make their money (and why it’s time to cut them out)
The hidden cost of slow, manual compliance workflows—and how AI can solve it
How VastAdvisor Enterprise builds predictable, scalable ad campaigns that convert
Why democratizing digital ad strategy is a game-changer for mid-sized RIAs and enterprise networks
How next-gen advisors can reach full client capacity faster—with an AI-powered lead engine
What “agentic AI” is—and why it might be the biggest shift in FinTech since the cloud
How niche audience targeting and platform-specific insights (e.g., Meta vs. LinkedIn) improve ROI
Why embracing AI isn’t optional—it’s a survival strategy for the next five years
Related Episode:
Dan Zitting, CEO of Nitrogen (formerly Riskalyze), shares how the advisor sales process is evolving—and what firms must do to keep up.
