“Candid conversations with wealth management leaders on AI, client relationships, and the data and trust that make firms last.”
Artificial Intelligence FinTech SaaS
A video interview series hosted by Eric Holmen, CEO of Revenue Grid. Each episode is a one-on-one conversation with an advisor, firm leader, or industry expert about what’s changing inside wealth management firms and how to keep client trust through it.
Topics include AI adoption without compliance risk, client retention during advisor transitions, what acquirers look for in an RIA’s data, and developing junior advisors as routine work gets automated.
Sessions are recorded live with a short Q&A, published on YouTube, and repurposed into clips and articles. A short prep call beforehand keeps the conversation focused on your expertise.
We’re looking for RIA founders, CFPs, compliance and operations leaders, M&A advisors, and consultants with a clear point of view on running or growing an advisory practice.
