AI, Advisory Teams, and the Future of Practice Building — Insights From Brent Swatuk скачать в хорошем качестве

AI, Advisory Teams, and the Future of Practice Building — Insights From Brent Swatuk

What if the biggest obstacle advisors face today isn’t AI, competition, or compliance but the quiet absence of structure that keeps their practice from ever becoming a true enterprise? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Brent Swatuk, an independent advisor, coach, and Regional Vice President who has spent decades helping financial professionals strengthen their processes, deepen client relationships, and build practices that support both impact and lifestyle. Brent shares his journey from early career frustration to finding his place in a field where clarity, systems, and stewardship matter far more than any single strategy. Together, Daniel and Brent explore the evolving role of technology, how AI can enhance not replace advisors, and why the industry’s greatest challenge continues to be pipeline, positioning, and consistent execution. This conversation offers grounded, practical insight for advisors who want to move from reactive production to intentional growth rooted in service, purpose, and relationship. 💡 In This Episode, You’ll Discover: • Why advisors must embrace AI as a tool—not a threat • How pipeline, process, and positioning shape long-term success • Why many advisors remain “digital ghosts” without realizing it • The real difference between a practice and an enterprise • How clarity accelerates trust, marketing, and meaningful client work 👤 About Brent Swatuk 📍 Location: Brampton, Ontario, Canada 🔗 LinkedIn:   / %f0%9f%8e%af-brent-swatuk-clu-chs-%f0%9f%8...   📅 Email: [email protected] 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is dedicated to helping people build freedom, clarity, and purpose in every part of their financial lives. No hype. No product talk. Just meaningful conversations that help you think differently and live more intentionally. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com... #MakeLifeLessTaxing #AdvisorInsights #WealthMindset #PracticeGrowth #FinancialClarity #ProactivePlanning #AdvisorDevelopment #AIForAdvisors #EnterpriseBuilding