The financial industry is transforming at breakneck speed—are you ready for what’s next?

Fresh from the Future Proof Conference in Huntington Beach, where over 4,500 professionals converged to discuss the future of finance and technology, in this episode of Smart. Money. Simplified, Brent Mekosh explores the most important insights shaping the industry. Discover how AI is revolutionizing financial services, creating new efficiencies, and changing the way advisors serve their clients. 

Brent explores the practical steps advisors can take to leverage AI for stronger client relationships, why organic growth still outshines acquisitions, and how to prepare for the Great Wealth Transfer that will redefine wealth management.

Key Highlights:

• How AI is revolutionizing the financial services industry — and what it means for your business
• Practical ways to use AI to enhance client relationships and maximize efficiency
• Why organic growth still matters more than acquisitions in the financial industry
• Preparing your firm for the Great Wealth Transfer and its ripple effect on financial services
• The importance of balancing work and family while building a client-centered business
• Actionable strategies to prepare your firm for the future of finance
• And more!

Connect with Brent Mekosh:

• 602-255-0555
• LinkedIn: Brent Mekosh
• The Wealth Stewards

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