11. Brett Wysopal, Founder of Wysopal Wealth Planning, on Turning Disconnected Data Into Insight скачать в хорошем качестве

11. Brett Wysopal, Founder of Wysopal Wealth Planning, on Turning Disconnected Data Into Insight

On this episode of The AI Native Advisor, Mike Shannon sits down with Brett Wysopal, Founder and CEO of Wysopal Wealth Planning, for a candid conversation about where AI is actually delivering value in financial advice, and where it’s still falling short. Brett works with equity-compensated tech professionals navigating complex stock options, tax decisions, and liquidity events. In an industry flooded with new tools, he shares a grounded perspective: the problem isn’t a lack of technology. It’s that none of it truly talks to each other. They unpack: • Why data fragmentation is the biggest bottleneck in advisory tech • How AI is helping streamline meeting prep and scenario analysis • The realities of serving busy, tech-native clients • Where AI meaningfully saves time and where expertise still matters most • What the next evolution of AI in wealth management could look like This episode is a practical look at AI from someone building on the front lines, balancing complexity, client expectations, and an increasingly crowded tech stack. If you’re an advisor, founder, or operator thinking about how AI fits into your workflow, this conversation is for you. Subscribe for more conversations at the intersection of AI, wealth management, and firm building.