Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing

In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin , founder of AdvicePeriod and Vanilla Technologies . Steve shares insights on the shortcomings of the traditional AUM model, the rise of AI in financial advising, and the potential of technology to revolutionize the industry. They discuss estate planning, the…