AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively.
Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for staying competitive.
You will hear:
- Why AI is useless without clean, unified data
- How AI can supercharge client relationships—without losing the human touch
- What "client relationship intelligence" really means—and why it’s the future of biz dev
- How to start by simply unifying your data
- Why 60% of firms haven’t even begun this process (and the risk of falling behind)
For more insights and resources, check out The MarketCounsel Summit website
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