AI isn’t just the future—it’s the now, and in this episode of Kick It Open, we’re diving headfirst into how artificial intelligence is shaking up wealth management. Host Shelby Nicholl sits down with Jeannette Kuda, President and COO of TIFIN AG and TIFIN AMP, to unpack her journey from LPL Financial to leading AI-driven transformation at TIFIN.
Jeannette shares how supervised and generative AI are fueling organic growth, personalizing client strategies, and helping advisors scale like never before. We break down the real-world impact of AI, from overcoming data quality challenges to the game-changing pilot program with Cetera, and even how AI is revolutionizing traditional banking.
Advisors, if you’re wondering how to harness AI without getting lost in the tech jargon, this is the episode for you. Plus, we’re linking to TIFIN’s AI Adoption Playbook so you can start implementing these insights today.
And as always, we wrap up with a little inspiration: What’s one door Jeannette is kicking open right now? Tune in and get ready to push past the limits of what’s possible in wealth management.
🔗 https://tifinag.com/growth-studio/ai-adoption-playbook/
Learn more at MurielConsulting.com
Learn more at MurielConsulting.com
Schedule a discovery call with Shelby Nicholl: Zoom Scheduler
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
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